15 Sep Release – 9 September

Posted at 19:28h in Recent Updates by

The following updates where release:

  • Some enhancements to the online new business process
  • Enhancement to the Invest Now online wizard, including Re-captcha ver 2 upgrade
  • Multiple managers per fund
  • Ability to charge a fixed amount fee on all fee type. Administration, fund sponsor and fund level

Model portfolio tracking

Ability to add a platform provider that manages a model

platform provider

Linking a platform provider to a model and importing Morningstar tracker splits as well as actual platform AUM data.

model

Creating an allocation comparison report between actual model data and tracker data

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

Last Updated on 11 years ago by Walther