Release Notes 1.14.0

new in deep alpha new in deep alpha record the adjustments to investor's sustainability preferences in response to regulatory reporting requirements and the need for auditing internal compliance adherence, we've introduced a new functionality enabling advisors to record adjustments to investors' sustainability preferences during the advisory session change tracking advisors can now track an actual adjustment or adoption of sustainability preferences during the advisory session if investor's preference is initially recorded and then modified, the system will ask to confirm whether this modification is indeed an adjustment session api the data for recordings is provided as a binary attribute in the session api, indicating whether any preferences to investor were adjusted, accompanied by a detailed list that offers insights into which specific assessment questions were adjusted for a demonstration of this new functionality, please contact our delivery team immediate visibility of product attributes in instrument search window in the order execution flow the search functionality of instruments has been enhanced to display detailed financial information directly in the search window now, when searching for instruments either by name or isin, advisors can view important product attributes such as currency, active share, minimum deposit, sfdr article number, etc alongside the search results it is possible to display up to 3 product attributes in this view (number, text, percentage, or binary value) the search window is mirroring the attributes that are configured in the instruments to order table this update provides a more informed selection process without the need to navigate away from the search window to start leveraging the new search in the order execution flow, please contact our delivery team customizable sequence of pages within the order execution flow to better accommodate diverse operational practices in order execution flow, we have created configurable sequence of pages within the session it is now possible to start the session by selecting instruments and defining a saving plan, or start the session by mapping investor's financial situation by utilizing custom tables on the second advice infromation page it is possible to configure sequence for following 3 pages instruments, advice info, and advice info 2 page the summary of order page will remain as the final page to make adjustments to your existing order execution flow, please contact our delivery team enhancements enhancements visual fixes we have done a few adjustments to the expected value and expected path charts, both in the risk finder and the proposal page the charts have been refined to be more visually compelling, enhancing user engagement and interpretation additionally, we've ensured a uniform appearance of these charts across the platform, providing a cohesive user experience lineshift support pdf advisor notes in the new investment proposal engine now supports lineshift, contributing to a better looking report for the investors performance improvements pdf minor performance improvements for pdfs utilising the historical periodic return graph in our new investment proposal engine 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 25 04 2024 version number 1 14 0