We are pleased to advise you of our latest software release which is planned for this evening, 27th May 2021. The release includes:
Ability to rename a DFM model to a description unique to a partner firm - in response to partner requests a DFM firm can now assign a unique name to a model for a specific partner without the need to duplicate the underlying model. As part of the engagement between the partner and the DFM, model names should be defined such that the DFM can then assign as required.
Multiple Court Appointed Deputies for an ISA - the platform can now support up to five CADs to a given ISA where previously the limitation was one.
Instrument price date to Investor portal - the last price date for a given instrument will now be displayed in the Investor portal (similar to that supported in the Adviser portal).
Additional Employer details now included in Application Form - we have added all employer data captured in the application user journey to the application form.
Ceding Party email capture - For new / manually entered ceding parties we are now enabling the user to enter the email address of the ceding party. This will facilitate subsequent communication with the party.
One off charges to be a value only - when entering a one off charge only a value can be applied however, there was then the ability to amend to a percentage. This inconsistency has now been removed.
Partner / Spouse address - we have enabled an address to be entered for the partner. Previously no such capability was available.
Should you have any questions then please contact the Customer Services Team via your Freshdesk Account.
Kind regards
Douglas Boyce
Managing Director
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