Recent Updates Archives

16 Jun Release June 2026 – User Permission Groups for Global Permissions

Posted at 11:05h in Recent Updates by Tinus Burger

User Permission Groups for Global Permissions In this release we created functionality to enable a user administrator to setup and assign permission groups to users. User permission groups can be setup once and then assigned to users dependent on the function/role of the user. The administrator can...

12 Mar Release April 2026 – Configure From date in “Automatic Email of Fee Statements” Job

Posted at 11:15h in Recent Updates by Debra Hart

Configure From date in "Automatic Email of Fee Statements" Job You can now configure both the "from" and the "to" transaction date, when scheduling fee statements to be emailed automatically from the system. See link (54849) More changes include: General (Includes Reports, Processes, Message Changes & Validation improvements) [list] [li]Both the...

25 Feb Release February 2026 – Net Income and Tax now calculated on Review

Posted at 16:02h in Recent Updates by Adrienne Dill

Net Income and Tax now calculated on Review The Net Income Amount is now calculated using the calculated tax due , and can be included in the Review letter, client statement and visible on the Review card Tax Related information is now visible on a Review (link)...

27 Nov Release November 2025 – Automatically Email Brokerage Fee Statements

Posted at 16:14h in Recent Updates by Barend Pretorius

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)...

06 Oct Release September 2025 – Realtime integration to send Finworks files to Finswitch

Posted at 14:44h in Recent Updates by Angelique Scott

Use Realtime integration to send Finworks generated files to Finswitch In this release we developed functionality to send a Dealer Instruction straight through via Finswitch to a Management Company. Realtime integration will send the generated file to Finworks automatically. The file can still be uploaded manually...

01 Sep Release August 2025 – Chart and pdf document upgrade

Posted at 20:38h in Recent Updates by Adrienne Dill

Chart and pdf document upgrade We have upgraded the technology used to generate charts and PDF documents within Finworks. You may notice subtle visual changes in the display of these items, such as charts appearing more rounded. This enhancement impacts all charts and PDF documents created...

22 Jul Release July 2025 – Import Historical Transactions

Posted at 17:13h in Recent Updates by Tinus Burger

Import Historical Transactions Improved Historical Transaction Import (Investors > Import Historical Transactions): We've enhanced the historical transaction import process to give the user more control. The user can now specify the "Transaction Descriptions" that will be visible on the statements and throughout the system. Previously, the "Transaction Description"...

06 Jun Release June 2025 – Recurring withdrawals to only be captured in Amount

Posted at 17:12h in Recent Updates by Debra Hart

Recurring withdrawals to be processed in Amount value only Enable recurring withdrawals to only be captured in Amount and not Percentage: On a product -> More Actions there is Available Instruction Types. If you go into this you will see next to Recurring Withdrawal, there is...

02 May Release April 2025 – User Audit Data Report

Posted at 08:39h in Recent Updates by Barend Pretorius

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...

04 Mar Release 4 March 2025 – Configurable Templates for Quotes

Posted at 18:10h in Recent Updates by Antoinette Van Meyeren

Configurable Templates for Quotes In this release we have added the functionality to customize the quotation screens on group business. Thus allowing our clients to specify the onscreen content for employer quotations. More information on the configuration of these templates can be found with this link. More changes...