Antoinette Van Meyeren, Author at FINWorks

31 May Release 31 May 2021 – Sub class asset allocation graph

Posted at 00:00h in Recent Updates by Antoinette Van Meyeren

Sub class asset allocation graph In this release we have added the option to display the asset allocation graph on an investor account and statement as a donut chart with asset classes and asset sub-classes. See link More changes include: [list] [li]Move some employer report to Employers -> Active...

15 Apr Release 15 April 2021 – Reset all user passwords

Posted at 08:35h in Recent Updates by Antoinette Van Meyeren

Reset all user passwords We've added the ability for a user administrator to reset passwords of all users. This functionality gives the user administrator the ability to force the change of passwords according to their internal security policy. e.g either on an ah-hoc basis, or on...

17 Feb Release 17 February 2021 – Ongoing Fee Method

Posted at 08:50h in Recent Updates by Antoinette Van Meyeren

Ongoing Fee Method In this release we have added a third ongoing fee method, From instrument then proportionately, that can be selected on an investor account. You can then select the instrument to be used to take fees from BEFORE continuing to take the rest of...

18 Dec Release 22 January 2021 – User Messages

Posted at 13:17h in Recent Updates by Antoinette Van Meyeren

Messages to a specific user In this release we have improved the system messages to be able to send messages for a specific user, for more details refer to User Messages More changes include: [list] [li]For the latest changes to the Export Transaction Data to the S3 Bucket refer...

11 Nov Release 11 November 2020 – Adviser and Brokerage flows graph

Posted at 09:53h in Recent Updates by Antoinette Van Meyeren

Adviser and Brokerage flows graph In this release we have added a flows graph to the Flows card on an adviser and brokerage. The graph defaults to a view of in - and out flows. A view of net flows can be selected on the graph...

05 Oct Release 5 October 2020 – Flows card on Adviser and Brokerage

Posted at 09:07h in Recent Updates by Antoinette Van Meyeren

Flows card on Adviser and Brokerage In this release we have added a Flows card on Adviser and Brokerage for more details refer to Flows card on Adviser and Brokerage More changes include: [list] [li]Change the main menu structure to be a menu and not the components in the...

07 Sep Release 4 September 2020 – Brokerage Fees Card

Posted at 05:01h in Recent Updates by Antoinette Van Meyeren

Brokerage Fees Card In this release, we have added functionality to show the Fees Card on a Brokerage, similar to the Fees Card on an Adviser, and we also list the Adviser Code and Adviser Name. The Fee Report and Accrued Fees is accessible from the...

13 Aug Release 13 August 2020 – Adviser Client Management

Posted at 13:10h in Recent Updates by Antoinette Van Meyeren

Adviser Client Management In this release, changes and additions have been made to the user interface for advisers and brokerages to enhance client management in the form of i.e. Total assets under management, Client Birthdays & Client Next Review. See link for more details. More changes include: [list] [li]Change...

22 Jun Release 22 June 2020 – Compliance

Posted at 10:00h in Recent Updates by Antoinette Van Meyeren

Compliance In this release, changes and additions have been made to derive the compliance status of an Entity, Investor Account, Instruction and/or Role from the requirements set on the Entity, Investor Account, Instruction and/or Role. See link for more details. More changes include: [list] [li]Add ability to suppress or...

12 May Release 12 May 2020 – Instrument Instructions

Posted at 09:23h in Recent Updates by Antoinette Van Meyeren

Instrument Instructions In this release, functionality has been added on two levels to improve navigation and search options pertaining to Instrument (dealer) Instructions by adding, A. Instrument Instructions Card to Supplier Instrument Accounts and B. Instrument Instructions to Dealer Instructions screen A. Instrument Instruction Card on Supplier...