26 Aug Release – 22 August 2016

Posted at 13:17h in Recent Updates by

Small changes including:

  • Linking of companies to multiple account owners
  • Changes to entity list
  • Show fee accrual breakdown
  • De-activate an adviser
  • More cash liability changes
  • Company entity changes
  • Investors list of adviser changes
  • Email changes per product
  • Outstanding requirements on an employer
  • Outstanding requirements report

Concept of a custodian

Ability to link a custodian to a product. The custodian can be the bulk trader and/or owner of the underlying assets.

 

* Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

Last Updated on 10 years ago by Walther