Release Notes 1.19.0

5 min

New in Deep Alpha

New functionality to advanced suitability

We are excited to unveil a significant enhancement to the Advanced Suitability functionality. To improve usability and elevate the user experience, we have introduced two powerful new features to this capability:

Define preselected option - tenants can now set default selections for options in Advanced Suitability tables. This reduces manual clicks by pre-filling tables on the Knowledge and Experience page, improving usability. For compliance, we recommend selecting the lowest level as the default.
Set order of tables - Added functionality to customize the display order of tables on the Knowledge and Experience page.

Sync date field

Introduced a new date field to display the sync date of account data from external systems. This helps users understand when data was last updated in the external system, enhancing transparency.

Checkbox support in knowledge and experience

Added support for checkboxes as custom questions in the Knowledge and Experience section, complementing existing radio buttons. This provides greater flexibility for tenants to tailor questions to client needs.

Enhancements

Transaction List Adjustment - Instruments not included in advisory and with a target value of 0 in the new portfolio, are now hidden from the transaction list, streamlining the advisor’s view.
Minor bug fixes - Addressed various small issues to improve overall stability and performance

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: TBD Version number: 1.19.0