Investor Search
βWe have applied a fix to the Investor Search so that investors are now searchable in the format of First Name/Last Name. Additionally, we have updated the Investor Export to reflect filtered criteria.
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Certificates
βIf Automatic Certificate Generation is enabled, we have applied an update so that when a user updates a transaction in or out of closed status, they will receive a pop-up message alerting them that this will update the certificate of the position.