KYP

We added the KYP approval date to the Transaction Summary tab, called ‘ Advisor KYP Approval Date’. This new field will update live time until the transactions are set to closed/settled status. No changes will be possible even when the dates are changed on the advisor profile.

Trade Confirmation

A ‘Preview’ button was added to the Trade confirmation document within the Statement History tab. We made it available for all user types including issuers, dealer admin, advisors, and assistants.