Investor Export
​We have applied some updates and improvements to the Investor Export to capture more detail in the report.
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Investor Portal
​In the Company Information table in the investor portal, we have added a line item for ‘Address Line 2’ (Suite).
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Original Transaction Reference Number
​We have updated the Original Transaction Reference displayed within a position to reflect the first Purchase, New Position, or Transfer-In that has been entered into the system for an investor. We have changed the terminology to ‘Position Origination Reference’ and allows the user to reference the originating transaction of an investor’s position more easily.