Release Notes December 2024
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Featured Updates
- The Holdings Data Visualization updated to include “Unrealized Gains/Loss” and add new “% Unrealized Gains/Loss” parameters in Admin Settings.
- The Fixed Income Holdings Data Visualization updated to include new parameter “% Unrealized Gain/Loss” in Admin Settings.
Performance Updates
- Added logic to the “Add Mapping” function within Household User mappings to restrict duplicated email addresses.
- Added logic to Account Mappings to restrict duplicated portfolio codes and display the most current account name.
Bug Fixes
- Revised the Bulk Invite window to properly show error codes that may appear with file loads.
- Expanded the Portfolio tabs in Edit Profile pop-up for a clearer view of the tab options.
- Updated the Upload Document view in Document Vault tab to allow for longer file names.
