31 Jul Release – 24 July 2016

Posted at 10:48h in Recent Updates by

Small changes including:

  • Download AUM client list
  • Link bulk trading accounts to duplicate investor retail accounts
  • PDF for Model portfolio instructions
  • List of portfolio instruments
  • Create user functionality
  • Portfolio instrument changes

Transaction model change

Large change to the underlying transaction model that the system uses.

* 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