16 Jul Release – 16 July 2015
The following enhancements and new functionality are included in this week’s release:
Improvements on statements
Several enhancements were done to the client statements. A significant change is that the user can now select from a pop-up which section/s need to be displayed in the statement.
Under System -> configuration, a new setting was added for: Statement defaults.
This lists the sections to be selected by default.
Combined Statements
For investors with more than one account, a combined statement can be generated, which now includes the option to show the combined holdings as well as the holdings per account, all on all statement.
* Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.