Release Notes 1.13.0

new in deep alpha new in deep alpha investment proposal engine we are excited to announce the launch of our new investment proposal engine this innovative feature elevates the creation of suitability pdfs, enabling unprecedented flexibility, enhanced styling options, and advanced components and configuration possibilities take your advice sessions to new heights with our cutting edge suitability pdfs read more here investment proposal engine docid\ uytpwb7wmab3ttch6aagd to start leveraging this new engine for your suitability pdfs, please contact our delivery team enhanced risk finder we are proud to announce two significant enhancements to our risk finder expected path feature this new addition allows the comparison of expectations and risk across up to three portfolios in an interactive and informative manner it greatly enhances discussions with investors by providing a clearer understanding of the impact and outcomes associated with different risk levels comparison with the investor´s existing portfolio we have now integrated a feature for comparing internal portfolios with an investor's existing holdings engaging in discussions about an investor's current situation becomes more impactful when determining the appropriate risk level this tool is designed to support and improve these crucial conversations for a demonstration or more information on leveraging these new analytical capabilities, please contact our delivery team enhanced advisor notes we are delighted to introduce an upgraded version of our advisor notes, now featuring functionalities highly requested by our users custom headers advisor notes now support individual headers/naming, offering clarity and focus on specific topics for advisors informational icons enhance your notes with configurable icons, providing tips and guidelines to advisors on key aspects to cover placeholder support implement placeholders in advisor notes to guide investors on pertinent information to include these enhancements are designed to streamline the advisory process, making it more intuitive and efficient for more information or to customize your advisor notes, please reach out to our delivery team amount for advice advisor note we have strengthened our commitment to compliance by design with the introduction of a new feature in advisor notes this addition specifically supports the "amount for advice" functionality a specialized note field has been added for advisors to document discussions with investors regarding the proportion of the investor's current assets to be considered in the advice process this feature is designed to enhance transparency and compliance in the advisory process, ensuring that conversations about asset consideration are thoroughly documented for more information or to start using this new feature, please contact our delivery team order execution advisor note the new highly customizable "advice information page 2" in order execution flow supports noe the possibility to enable advisor note component as all advisor notes on deep alpha platform, advisor notes can be set as required and renamed based on the context and configuration of this page enhancements enhancements disabling add new client this feature limits the 'add new client' option to a specified mode and provider employees only it is specifically designed to ensure clients are created through the appropriate channels, effectively reducing the risk of client duplications isin override this new functionality permits the manual overriding of isins, ensuring that tables displaying isin information are accurately populated with the updated, overridden values other enhancements bug fixes to sustainability table in proposal page it now rerenders data when returning to proposal page added translation support for ubo and ssn in ubo and signature right table new copy advice session endpoint fixed color issue in firefox minor ux bugs proposal page end notes end notes 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 15 02 2024 version number 1 13 0