22 Oct Release – 22 October
Posted at 18:12h
in Recent Updates
Small enhancements and changes to:
- Online new business wizard
- Statement cash flows details
- Option to manually add accruals (outstanding fees and commission)
- Export Morningstar tracker file
Investment summary card
New card on client dashboard that graph growth in Amount and well as Cash flows.
Growth + cash Flows = Market Value. One can select and unselect legends to removed data sets.
* 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