Product Release Notes #66
Sprint 66 will see improvements to our reports section, Investor Appropriateness Test, as well as the introduction of a Personalised Risk Warning. ...
Product Release Notes
Check out our latest product release notes and see what's new!
Product Release Notes #61
Sprint 61 will see general bug fixes and improvements to both the admin and client portals, as well as the introduction of a Bespoke Registration ...
Product Release Notes #60
Sprint 60 will see general bug fixes and improvements to both the admin and client portals, as well as the introduction of a new investment type, ...
Product Release Notes #56
Sprint 56 will see general bug fixes and improvements to both the admin and client portals, as well as the ability to add image galleries, tool tips, ...
Product Release Notes #50
Sprint 50 will see general bug fixes and improvements to the client portal, as well as the ability to update key financial information during a live ...
Product Release Notes #49
Sprint 49 will see general bug fixes and improvements to the client portal, registration redirects, notifications, as well as introducing the ability ...
Product Release Notes #48
Sprint 48 will see the platform get enhancements to how opportunities are scheduled, the ability to delete attributes, more intelligent terminology ...
Product Release Notes #47
Sprint 47 will see the platform get enhancements to the sidebar's quick search tool and investment types, as well as a brand new client login and ...
Product Release Notes #46
Sprint 46 will see the platform get a whole host of new and improved features, enhancing the overall experience you and your clients get whilst using ...
Product Release Notes #45
Sprint 45 introduces new International AML and KYC ID Checks, a new registration email, generic bug fixes and much more. These updates have been ...
Product Release Notes #44
In addition to general bug fixes, Sprint 44 introduces a new Terms & Conditions section, the ability to remove admin accounts and the option to ...
Product Release Notes #42
In addition to general bug fixes, we've also introduced a new investment type, individual investor reporting, a nominee structure and much more. ...
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