Release Notes November 2025

Feature Updates

• The following Date Pickers have been changed to add the ability to type in:
  - Admin Settings > Users
  - Admin Settings > Users > View Logs
  - Data > Data Exports > Review Exports
  - Reports > Review Packages
  - Data > Benchmark Indexes
  - Data > Blended Indexes
  - Data > Model Fees
  - Data > Security Classification Split
  - Documents > Web Reports
  - Report Management > Disclaimers
  - Report Management > Logos
  - Banner Management > Terms and Conditions
  - Report Management > Static Content
  - Bulk Email Management > Bulk Email Sets
  - Bulk Email Management > Create Staged Bulk Email Sets

• The following Date Pickers have been changed to an alternate version for easier
  selection:
  - Reports > Run Reports
  - Reports > Packaging
  - Reports > Packaging > Run Package with Input
  - Bulk Email Management > Create Staged Bulk Email Set
  - Portfolio > Realized Gains data visualization
  - Portfolio > Transaction Summary data Visualization
  - Admin Settings > Users > Logs

• Within the Document Vault in Folder Layout, the Upload/Download/Delete/Add
  Folder/Grid Layout buttons have been changed to always be visible on screen.

• The Apply Changes button in Style Settings has been changed to always be visible on
  screen.

• Users > Logs Time column filter has been changed to add the ability to type in.

Performance Updates

• Optimized the procedure for retrieving Recursive Group Members for faster
  performance.