Small changes including: [list] [li]Allow the linking of a company / trust as a beneficiary[/li] [li]Source of funds changes[/li] [li]Directors and shareholders changes[/li] [li]Tax details changes[/li] [li]Filter on Deposit and Upload recon screen [/li] [li]Notification messages changes [/li] [li]Add actual asset allocation to all shares, bonds and ETF's instruments [/li] [li]Changes to forex and...

Small changes including: [list] [li]Outstanding requirements on an employer / group[/li] [li]Outstanding requirement on employer email[/li] [li]Small bug fixes as per online Project Tracker[/li] [li] Changes to Glacier import of detailed transactions[/li] [/list] Foreign exchange with multiple deposit bank accounts Ability to link multiple currency bank accounts to a custodian.   * Refer to your online Pivotal...