Advisor Settings
We have added a feature to Dealer Edge systems so that admin users are able to control if an advisor is able to update the saved DRIP percentage on an investor’s position.
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Automated Account Numbers
We have applied an update to the Automated Account Numbers module so that once enabled, all existing accounts will populate with automated account numbers. Once all existing accounts have a value assigned to this field, all newly created accounts will be populated with the next available value in the sequence.
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Reports
We have applied an update to the Transaction Summary Report and the Commission & Closing Report so that all columns with dollar values round to two decimal places. We have also updated the ‘Units’ column which will round to what is defined on the ‘Unit Decimal Places’ field within an offering.
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EdgeLink (Issuer Edge)
We have applied an update to Issuer Edge admins leveraging EdgeLink so that they are able to view an exemption that is defined on the transaction they are viewing before accepting it into their system.