Reports
​We have added a new report type in the Reports Module named ‘AUM (Assets Under Management) By Advisor’. This report details all of the investor positions that are associated with a particular owning advisor in the system. This report is available for Issuer and Dealer admin users, advisors and assistants. Advisors are only be able to create the report for themselves; assistants are able to filter for the advisors they are assigned to.
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OTC Account Documents
​We have removed the OTC Account Documents that are displayed on OTC RRSP, SP RRSP, TFSA, RRIF, SP RRIF and Non-Registered account types within the ‘Accounts’ tab of an investor profile. This feature has since been overhauled and as it is no longer supported, the application documents are no longer up to date.
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​Batch Statements
​We have applied an update so that page numbers are included on batch statements that are set to ‘Print’.