05 Nov Release – 3 November 2016

Posted at 13:10h in Recent Updates by

Small changes including:

  • Reinvestment or pay-out option of distributions to be set at an individual account level
  • Implement Standard bank statement import format
  • Move Revenue Services Company to country
  • Terms and conditions on quotes
  • Ability to delete an investment account

Expand Model Portfolio View to Cards

Expand the Model Portfolio View to Cards for Model Portfolio, Instruments and Asset Allocation, with the ability to add and edit instruments.

* 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