Release Notes – January 2024
January 26, 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 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.

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Release Notes – February 2024

Release Notes – February 2024

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