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2023 Software Updates
Release notes - Exempt Edge - 100.0.0 February 22, 2023
Release notes - Exempt Edge - 100.0.0 February 22, 2023
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Written by Exempt Edge
Updated over a week ago

General
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  • We updated the calculation in Commission Report so that the Branch Manager 1 and 2 values are being multiplied based on the branch spread and not the overall branch commission.

  • An update was done on how fees are now being recorded properly in the balances and IRR percentage calculations within the Performance statements.

  • Trade confirmations will no longer be sent to investors when residual transactions are created.

  • The advisor KYP banner is now being verified based on the KYP approval setting of the Selling Advisor and not the Owning Advisor.

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