26 Jun Release – 24 June 2017

Small changes including:

• Add the ability to remove an account owner from an account if there is another account owner for the account.
• Contribution certificates changes
• Expand variables for email templates – investor Title, initials, first names and Surname
• Add Retail Type column to instrument list
• Make buy / sell cash & units dates the same
• Add paid dealer but not confirmed (buys) and waiting for payment from dealer (sells) to cash liability

Create the concept of a Distributor

Create the ability to add a company as a Distributor with the option to link it to a Brokerage

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

Last Updated on 9 years ago by Antoinette Van Meyeren