Dear Client,
We are pleased to advise you of our latest software release which is planned for Friday 18th March. The release includes:
- Bed and ISA. This capability will support the definition of an amount, a frequency (one off, monthly, or annual for example) and date for the transfer of cash from a GIA to an ISA for a given investor. This is being introduced to support forward plans for cash movements in the new financial year. By using the Internal Transfer payment method within an ISA account's Add/Amend Contributions journey, you can set up a one-off sweep, or recurring value to be transferred. The movements will be successfully completed providing the funding GIA account has sufficient funds available (raises will be performed where required). The cash will be posted to the ISA account, and a separate action will be required to initiate the investment. A user guide will be uploaded to Knowledgebase next week.
- Transaction web page CSV extract. The Transactions screen CSV download has been fixed to include all descriptions and the date values have been formatted to DD/MM/YYYY.
- Order Upload. The order upload functionality no longer errors on non-unique ISINs. With the addition of the exchange and currency this issue is now resolved.
- Accessibility to Documents. Documents uploaded via the Adviser Portal are now available for the IFA’s employees to view. They will also be viewable in the investor portal.
Should you have any questions then please contact the Customer Services Team via your Freshdesk Account or by email at customer.services@hubwise.co.uk.
Kind regards
Douglas Boyce
Managing Director
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