Release Notes 1.8.0
The Advanced Suitability Assessment of financial instruments is a functionality that allows the financial institution perform a comprehensive multi-level appropriateness test on investor's knowledge and experience within defined and required checks. The objective of the appropriateness test is to collect information from the investor, perform a compliance assessment of this information and visualize which instruments are suitable for the investor.Β Advanced suitability assessment provides a highly configurable multi-level assessment model that is defined on the instrument level. Please contact our Delivery Manager to benefit from this functionality and configure the solution according to your needs.
Read more about the feature here: Advanced suitabilityο»Ώ Feature accessibility: Enterprise Advice Flow License
Sustainability assessment in the advisory flow now has support for a dependency questions with a logic defining whether further questions about sustainability will be presented to the investor or not. It is possible to define two answer alternatives whereas 1st alternative will end the questionnaire and the 2nd alternative enables the rest of the questionnaire and provides detailed assessment. Dependency question allows the investment firm to map the overall preference of the investor regarding sustainability.
Feature accessibility: Standard Advice Flow License, Enterprise Advice Flow License
Read more about Sustainability Assessmentο»Ώο»Ώ
Automatic client classification is a functionality that allows to determine whether entity that seeks advices is a Professional or Non-professional investor. It is achieved through declaring what is the type of the client along with answering simple classification question. On that basis DAAP classifies investor. Moreover, investors can be reclassified if the advisor has reasons to do so.
Feature accessibility: Enterprise Advice Flow License, Enterprise Order Execution License
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Expected Value graph is now available in Order Execution PDF. Thanks to this the document sent to investor will contain information about the expected value for the ordered instruments.
Feature accessibility: Standard Order Execution License, Enterprise Order Execution License
Deep Alpha now supports multi-language configuration of the following parameters:
- Instrument names
- Asset class names
- Product attribute text
- Platform names
These parameters can now be configured and will be presented in Deep Alpha based on the selected language for the advisor. This comes as an addition to already supported multi-language for the rest of our interface.
Feature accessibility: Standard Advice Flow License, Enterprise Advice Flow License, Standard Order Execution License, Enterprise Order Execution License, Standard Robo Advisor and Enterprise Robo Advisor
It is now possible to disable goal icons across Investment Advice flow within the application.
Change refers to:
- Goal table
- Goal popup
- Goal header
- Custom portfolio - asset classes
- Goal table
- Cashflow
- Holistic view
- Corresponding PDF sections
Feature accessibility: Standard Advice Flow License, Enterprise Advice Flow License, Standard Order Execution License, Enterprise Order Execution License
Users of Deep Alpha now have the opportunity to subscribe to webhooks that will expose information about events happening in QAP API. This is another way to retrieve information about advices and investors. This feature greatly improves possibilities of integration with our APIs. The API provides following data:
- Investor data
- Advice data
Feature accessibility: Standard Advice Flow Licence, Enterprise Advice Flow License, Standard Enterprise Order Execution License, Standard Robo Advisor, Enterprise Robo Advisor
Read more about Webhooksο»Ώο»Ώ
Liquidity section in financial situation page received a revamp to make it more aligned with other content of the page
Discrepancies between calculations for assets used in Deep Alpha and Robo Advice applications has been fixed. Both applications will yield same results for same the instruments.
Fields in accounting figures now accept negative values to capture all use cases for different companies.
Withdrawal amount color has been changed to primary color to avoid confusion made by previous (red) color.
Hollistic view uses radio checkbox to allow users multi select of the customers.
All modals across the app have been standardized to share the same styling to make the application more concise and consistent.
Icons used in financial situation page has been improved to be coherent with the rest of the site.
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: May 25, 2023 Version number: 1.8.0
