We added a tooltip to the Global Investor Document table in the ‘Document Control’ tab of the Admin Module. It reads: “Setting the 'Show Investor' toggle to ON will share uploaded documents with all investors on their investor portal. No email communication will be sent to investors notifying them of a document upload".

New trust companies were added to the system and one updated. BMO Private Investment Counsel Inc. BMO Nesbitt Burns Inc, Manulife Bank and Aviso Wealth were all added. We updated PI Financial to PI Financial Corp.

A Vulnerable Person column was added to the Investor Export which is based off of the setting on the investor profile.

Changes made to the French version of the Reference Definition from “IPF to “FPI” on all French statement types.
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We have applied French translation to the verbiage that an investor would see when their activation link has expired after 48 hours.
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Previously every time you toggled to a different date setting within The Total Sales by Offering table, an additional “All Offering” option appeared which has now been corrected.