27 Nov

Posted at 16:14h in Recent Updates by

Automatically Email Brokerage Fee Statements Automatically Email Brokerage Fee Statements Brokerage Fee Statements can now be emailed automatically using a scheduled job (54022). See link More changes include: General (Includes Reports, Processes, Message Changes & Validation improvements) [list] [li]Functionality has been added to display branding on tax certificates per brokerage (53775)...

02 May

Posted at 08:39h in Recent Updates by

User Audit Data Report In this release we have added a User Audit Data Report that provides a list of all activity processed by a specified user. Only users with applicable permissions can pull this report. More information can be found with this link More changes include: [list] [li]If recurring withdrawals...