Dear Client
We are pleased to advise you of our latest software release which is planned for the evening of 17th December 2020.
This release includes:
New Features
Employee FCA registration - We have a new mandatory checkbox for investor creation/edit which asks the user to confirm that the selected adviser is FCA authorised. This has been introduced as a temporary measure due to the FCA no longer issuing new FCA numbers. When the FCA issues again, the number will be captured, and the checkbox removed.
Corrections
CGT display - We have fixed an issue that was causing the portfolio holdings to be duplicated.
Transactions CSV download - We have re-enabled the transactions screen CSV download option. This feature had been removed 4th December.
Adviser details - We have resolved a minor issue that was preventing the Adviser Details panel from appearing when updating an existing investor record.
Should you have any questions about the release content, you can contact our Customer Service Team by raising a ticket on your Freshdesk Account or by emailing customer.services@hubwise.co.uk
Kind regards and best wishes for the festive period,
Douglas Boyce
Managing Director
Waverley Court | Wiltell Road | Lichfield | WS14 9ET
E: customer.services@hubwise.co.uk
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