For companies with the white labeled package, we recently updated the investor portal links within all of the email template to direct the investor to a new URL (XX.investorportal.com vs the old XX.exemptedge.com). Investor will be able access the XX.investorportal.com URL in order to login as well. Companies without the white labeled package remain the same.

A hyperlink was added to an the investor names on the Securities table within an offering. This new function will direct the user to the overview tab within the investor profile that they want to review in more details.

We updated the values in the Position Cost and Current Market Value columns within the individual Securities Export to output as number. Users will now be able to sum the values in the columns without converting them first to number format.

Now when a user is uploading a position template, the transaction and account currency are based off of what is set on the offering. For example, if an offering has a USD currency, then the transaction and account currency will be imported as USD.

The RI (Related Issuer) reference definition was recently corrected because it was showing on all trade confirmations even when the offering toggle was off. RI reference definitions will only show if the related toggle under the offering is turned on going forward.

Dealer names were not being selected automatically when creating a New Position transaction, this issue has been resolved.

When uploading a Global Shares Certificate, users will be able to assign it a trust company and save it successfully.