General

1. We recently added a new automatic investment action when a KYC is activated/signed which will display the date and which user activated it. Also, the automated investment action that gets created when a compliance office approved a KYC has been renamed to 'KYC Compliance Approval'. The tool tip in the admin module has also been updated to include which actions in the system will create an automated investment action.

2. The dropdown within the Issuer Totals table in the Advisor Module was recently updated to match the other section within the Sales Dashboard. The first selection from the list used to called “Yearly Rollover” and was changed to “Last 365 Days.”

3. The month of March was updated in the Calendar to reflect the right dates.

4. Olympia Accountant was removed as an available user permission role for both Issuer Edge and Dealer Edge.