08 Jul Release – 7 July 2016
Posted at 10:35h
in Recent Updates
Small changes including:
- Security features and upgrades
- Clear data when generating new reports
- Change calculation of ongoing fee on 100% withdrawal
- Ability to merge persons
- Documents attachment changes
- Multiple account owners
- Tick and untick all functionality
Special purpose vehicle
Build the ability to invest in a special purpose vehicle and then link an underlying investment account to the SPV. The SPV then prices automatically based on the underlying assets of the portfolio.
* 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