A new ‘Advisor settings’ tab was added to the admin module for dealer users only. Within this new page, admin users will be able to control certain actions that advisor users can and cannot do. For more information, please refer to the guide below:

Issuer and dealer users now have the ability to upload issuers and offerings through our Front-Facing Onboarding module.

New Position and End Position transactions have been added to the Position Uploader. Users will need to enter two options into the Transaction Type column: New-Position and End-Position. Only Dealer users can import New Position and End Position transactions because it is not an available transaction type to Issuer.

We updated our ‘Transactions # and ‘Batch #’ fields to only allow numeric values in our system. For example: In the Transaction tab, Batch Transaction Update tab, and reports.

Within the investor portal, we made the Statements and Trade Confirmations table wider to improve the user interface,

Investors with an active investor portal were been directed back to the login page after signing through EE-Sign instead of the dashboard and maintained the same session the investor was on originally. The bug has been fixed and successfully tested.

The password reset link was being sent without considering the Whitelabel settings, now have been corrected and investors will be directed to the investor portal domain going forward.