Release Notes 1.18.0
We are pleased to announce the integration of PRIIPS cost data to support fund management fees and transaction costs through our partnership with Morningstar.
For further information on how this feature can improve your operations and to schedule a demonstration, please reach out to our delivery team.
We are pleased to announce the launch of a new flow designed for following up with clients. This new feature includes key functionalities such as Withdrawal and Add-on capabilities. Our objective is to enhance the efficiency of client follow-ups. Additionally, the introduction of simplified PDF templates for follow-ups is expected to facilitate significant efficiency gains in our processes.
For further information on how this feature can improve your operations and to schedule a demonstration, please reach out to our delivery team.
We have introduced a new feature that allows tenants to hide the client list. When this functionality is activated, the client list remains concealed until a search is initiated. This approach enables advisors working within the client list to adhere to the principle of knowing only what is necessary for their roles. For further information on how this feature can improve your operations and to schedule a demonstration, please reach out to our delivery team.
For tenants who are working with amounts for advice and tagging of asset classes, it is now possible to require the tagging of all asset classes. This requirement guarantees that all relevant information is thoroughly taken into account. For further information on how this feature can improve your operations and to schedule a demonstration, please reach out to our delivery team.
We are pleased to announce the addition of support for overriding the insurance fee. For further information on how this feature can improve your operations and to schedule a demonstration, please reach out to our delivery team.
- The accounting year field is now disabled when utilising data population from ENIN, thereby preventing any changes to the date.
- Minor adjustments and quality improvements on the transaction list
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: TBD Version number: 1.18.0
