Investment Actions
We have applied an update so that any company with Automated Investment Actions enabled will received an 'Investor Profile Modified' update if any of the following fields are updated: Mailing Address, Mailing City, Mailing Postal Code, Mailing Province/State, Mailing Country, ID Type, Other, ID Number, Expiry, Place of Issue, Secondary ID Type, Secondary ID Number, Secondary Expiry, Secondary Place of Issue, Is Investor a Registrant?, Investor Exemption, Statement Frequency, Deceased, Vulnerable Person, or Do Not Contact.
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​Investor AML Tracking
We have added a new field within the investor profile called 'Risk Rating', which allows the user to select a low, medium or high risk rating to apply to the investor. We have also added a 'Date of Determination' field as well as a text box to add any additional details. This information is trackable through Investment Actions and exportable.
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​Investor Portal (Mobile Device)
We have removed the Original Buy amount that is shown in the mobile version of the Investor Portal when the investor clicks on an individual position within the Dashboard tab.
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​Account Statement (Activity)
We have released an update to the sorting of transactions on the Activity Statement in the event that there are multiple distribution transactions generated on the same day. The system will first sort by offering, then Income, then DRIP (if applicable).
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​Batch Transaction Updates
Within the Batch Transaction Update area of the Transactions module, we have added the following transaction types to the drop-down menu: Management Fee, Management Fee (not paid by investor), Performance Fee, and Goods and Services Tax.