Celebrating 30 Years of Client Service in 2025

610-992-9287
Back to Insights
Releases Notes January 2024

Releases Notes January 2024

January 31, 2024

Report Updates

- Standardized shading logic across all reports.
- Updated Fixed Income Cash Flows future maturity logic.
- Zero coupon bonds that expire within the displayed time period will show expected maturity value.
- Bonds that expire within the time period will show maturity value as a cash flow in the first month and show last interest payment value in the month they are maturing.

Feature Updates

- Added bold formatting to tab headers when selected.
- Four new fonts added for site-wide use in Font Settings.
- Standardized page rendering of the Unmapped Accounts, Unmapped Users and Household Accounts tables.

Business Areas

PortalPatch Notes

Content Type

Product Update

Topics

MaintenancePerformance OptimizationUser Experience

Need help with your technology?

Ready to take your financial technology to the next level? Our team of experts is here to help you optimize your systems, streamline operations, and achieve your business goals.