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 Diligence, Legal and Reconciliation Services.

INFRASTRUCTURE Banrion Integration – We’re one step closer to launching our integration with Banrion Capital Management.

INFRASTRUCTURE Onboarding – We are one step closer to launching V2 of onboarding that will give admins more control of establishing new onboarding instances.