Release Notes 1.14.0
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.ο»Ώ
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.
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.
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.
Advisor notes in the new investment proposal engine now supports lineshift, contributing to a better looking report for the investors.
Minor performance improvements for PDFs utilising the historical periodic return graph in our new investment proposal engine.
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: 25.04.2024 Version number: 1.14.0
