Performance Report by Offering
​We have made an update to the supplemental Performance Report by Offering (Chart and Information Table) so that the transactions displayed on the statement are converted to the same currency as the offering.
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Notifications
​We have released an update to the Notifications tool to create a date that reflects when the notification was added to the system. We have also created a fix to clear the red notification alert from display if all notifications 30+ days old have been reviewed.
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Assets Under Management Report
​We have created an update so that the Advisor Assets Under Management Report only pulls positions for the selected advisor.