22 Jan

Posted at 07:49h in Recent Updates by

Small changes including: [list] [li]Change last cash flow data point on the Performance graph[/li] [li]Change bulk authorise screen[/li] [li]Improve template usage for Outstanding requirements on individuals[/li] [/list] Create transactions for internal switches This feature is part of the improvement to the transaction model and involves the creation of all transactions pertaining to...

22 Dec

Posted at 11:55h in Recent Updates by

Small changes including: [list] [li]Improve follow-up report emails for new employers[/li] [li]Clarify reading "bank entries in the system" versus "bank entries in the import file" over lapses on Bank statement import[/li] [li]Include cash in initial platform fee when buying cash[/li] [li]Change display of instruction documents on investor account[/li] [li]The ability to...

04 Dec

Posted at 11:08h in Recent Updates by

Small changes including: [list] [li]Changes to system documents list[/li] [li]Remove VAT from fee summary and invoice if not VAT registered[/li] [li]Create Next Review report between two dates[/li] [li]Changes to statement defaults[/li] [/list] Improve design of transactions for sell units and transfer units out This improvement creates a clean model of "available units" versus...

25 Nov

Posted at 09:40h in Recent Updates by

Small changes including: [list] [li]Followup date on outstanding requirements made editable[/li] [li]Include section to capture country of birth[/li] [li]Create employer outstanding requirement email template for quotes pending[/li] [li]Switch advisor initial fee to money market option[/li] [li]Ability to specify an exact Unit withdrawal[/li] [/list] Create list of Document Types for upload The created list of document...

05 Nov

Posted at 13:10h in Recent Updates by

Small changes including: [list] [li]Reinvestment or pay-out option of distributions to be set at an individual account level[/li] [li]Implement Standard bank statement import format[/li] [li]Move Revenue Services Company to country[/li] [li]Terms and conditions on quotes[/li] [li]Ability to delete an investment account[/li] [/list] Expand Model Portfolio View to Cards Expand the Model Portfolio View to...