Release Notes – February 2024

Release Notes – February 2024

INFRASTRUCTURE Copied the production application environment to the new AWS instance of Mammoth. INFRASTRUCTURE Tested and API credentials for Canoe using Postman – Successful testing. IMPROVEMENT Added an ability for the admin to add a Section element in the...
Release Notes – February 2024

Release Notes – January 2024

IMPROVEMENT Fund Catalog – Advisors and Firm Administrators now have more control to add and edit details about their clients’ investments. IMPROVEMENT Alts Desk – Updated copy and workflow for advisors who are seeking additional help with Due...