Conversions
We have added the ability for users to create partial unit conversions within a draft conversion batch in the Transactions module.
We have also added a validation so that users cannot adjust the unit amount of the transfers to be greater than the investor's unit position amount.
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​Accounts

When creating or editing an account, there is now an open text field titled 'Intended Purpose of Account'. We have also added an 'Intended Purpose of Account' field to the Investor Account Export.
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​Investor Portal
Investors will now see their advisor's phone extension number (if applicable) on their portal with the rest of their representative's contact information.

Date Formatting (Templates)

Within the Income, Income/DRIP and Redemption Templates, we have updated the formatting of the 'Approved Date' and 'Closed Date' columns so that the inputted format (YYYY-MM-DD) is not defaulted to a different format.
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​Company Relationship Export (Dealer Edge)
We have created a new export titled 'Company Relationships' within the Reports/Exports module. When queued, this report will export all corporate company relationships for active KYCs within the date range defined.