Release Notes December 2024

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.