31 May Release 31 May 2021 – Sub class asset allocation graph

Sub class asset allocation graph

In this release we have added the option to display the asset allocation graph on an investor account and statement as a donut chart with asset classes and asset sub-classes. See link

More changes include:

• Move some employer report to Employers -> Active Employers -> More Actions
• Add investor account number to distributions and rebates
• Add functionality to copy system statement defaults to product override defaults
• Ignore negative amounts when auto-matching debit orders
• Add ability to calculate Regulation 28 on a max per fund variable
• Create functionality to attach a PDF contract note and instruction document to a dealer instruction
• Make changes to include more statement sections on combined statements
• Add Investment summary graph as a section to display on statements
• Create Tax free investments certificates. See link
• Add Instrument status and client preferred currency to Investor Holding Report
• Split minimum, maximum or amount bank charges on money transfers proportionately to buys where more than one buy allocation per client is involved. See link
• Change Insurance instrument to buy through a control account. See link
• Add columns for 1,3,6 months to Performance comparison. See link
• Add BDM list to Distributor card->More Actions
• Add notification options to debit order reversals. See link
• Add Middle Names to Investor import and Investor export

Last Updated on 4 years ago by Tinus Burger