Release Notes 1.11.0
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 order execution flow.
We've made several enhancements to the custom portfolio mode on the advisory page:
- Enhanced Compliance: After making custom portfolio adjustments, if advisors return to the suitability assessment and make changes affecting risk, they'll now receive a info message. The custom portfolio will auto-adjust based on your setup, ensuring advice remains compliant.
- Clearer Mode Selection: We've transitioned from tabs to radio buttons to differentiate between 'model portfolio' and 'custom portfolio', offering a clearer selection process
- Warning for Active Custom Portfolios: Advisors will now see a warning message if they have an active custom portfolio, minimizing the risk of accidental changes.
These updates aim to refine user experience and further emphasize our commitment to compliance by design.
Tenants comparing custom portfolios to model portfolio weights will now see an "Other asset classes" line. This indicates asset classes present in the model portfolio but absent in the custom portfolio. This is shown in the picture below:
We've refined the error messages to handle general routing issues and the entry into non-existent views more effectively.
The calculation engine has undergone adjustments, bolstering the consistency and accuracy of Expected Value estimations.
Error message handling for Investment Advice has been fine tuned to display errors in more eye-pleasing way.
DAP now supports tablet screen sizes, optimized for resolutions down to 1024x768.
Our notification system within the DAP has been revamped to offer more insightful information upon the creation of new sessions.
We've updated our company logo in the Robo Application to better represent Quantfolio.
We've enhanced the Robo Application to offer investors a more flexible approach in selecting the time horizon for their investments.
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.ο»Ώ
Release date: 06.10.23 Version number: 1.11.0
