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Feature AnnouncementProduct Update

Release Notes April 2025

This update includes multiple Quality of Life enhancements, as well as bug fixes for a couple of standard reports.

April 30, 2025By Portal Support
Insight

Report Updates

  • Updated the calculations for Date to Date lines for both Performance History Interval and Performance History Interval by Asset Class reports.

  • Revised column widths on Assets Under Management report to fill the entire reporting page.

Feature Updates

  • In the data extracts menu, added a dropdown list that shows selected export.

  • Within Admin Settings->User Groups, the search function has been updated to live results as you type.


Bug Fixes

  • For Data extracts, fixed a front-end display issue for the parameter sort order.

  • Added patch for intermittent issues with deleting Data Exports.

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