Deep Alpha continues to offer robust Compliance-by-Design, ensuring the integrity and accuracy of all investor- and advice information. In our latest upgrade, we've introduced an advanced Error Handling System. This sophisticated system guides users through the advice process, swiftly identifying and highlighting errors. This allows users to conveniently locate and correct any issues that might hinder the progress.

In this release we are introducing the error handling system in the advice flow. It will be made available in other areas of Deep Alpha in coming releases.



Feature accessibility: Standard Advice Flow License, Enterprise Advice Flow License

In our KYC module, we have expanded functionality to now support lookup of Ultimate Beneficial Owners (UBO) and Signature Rights for companies in:

Feature accessibility: Enterprise Advice Flow License, Enterprise Order Execution License

We are pleased to announce an upgraded version of the Expected Value Analysis within the Risk Finder, Proposal page, PDF, and Holistic view. With this enhancement, it's now possible to define the interest rate for bank comparisons, or even disable the bank comparison entirely.

We have made several enhancements to the user profile page. The issue regarding profile picture uploads has been fixed. Moreover, we've provided advisors the opportunity to input the following information:

This information will become useful when we launch our new PDF engine, as it can be incorporated into the generated documents.

ENIN integration has been enhanced to populate financial fields and company roles better.

Spacing inconsistencies has been addressed and fixed. It is now uniform and aesthetic.

The Quantfolio team hopes you enjoy the new functionality and enhanced user experience. If you encounter any issues or have any questions, please do not hesitate to reach out to us here Additionally, if you have any suggestions for new features or improvements, please let us know here.

Release date: 18.08.2023 Version number: 1.10.0