Monthly Web Release - 30 January 2023

Modified on Fri, 28 Jun, 2024 at 12:56 PM

Dear Client,

We are pleased to advise you of our latest software release planned for the evening of Monday, 30th January 2023. The release includes the following:

Improved Features and Enhancements:

Crystalised/uncrystalised values are displayed in the investor portal. For SIPPs, just as the Adviser Portal does, the Investor Portal now displays the crystallised/uncrystallised values against any relevant products on the account card.
SEDOL references have been removed from the Portal Effect step of the Amendments process. As the use of SEDOLs requires you to also pay for the LSE licence, we have removed all references on the web screens and replaced them instead with the ISIN and currency denominator. We will separately look to address this same replacement on all customer MI reports.
Non-UK investor addresses are now allowed for. We now allow for non-UK addresses to be displayed in the Investor Details screen. These fields are read-only, which means you must notify and change these details via a Freshdesk ticket or by emailing Customer Service if you do not have Freshdesk access.
Alignment of the date range wording on the performance screens. The graph’s date range and the ‘Performance for’ wording now matches the default date range values on the Performance screen (and change as expected when a new range is selected).
Initial fees are no longer duplicated in the MIS sub accounts. When creating an MIS account, the ‘adviser initial’, ‘adviser initial transfer’ or ‘one-off’ fees are no longer duplicated against the sub accounts.
Adviser initial charges have been removed for re-registrations. We no longer allow for an ‘adviser initial’ charge to be input against any re-registrations.
Updating the search functionality to include accounts with a frozen status. Accounts set to the frozen status can now be searched for via the account search picker drawer.
Updating the references used when creating bespoke models. Creating a bespoke model now uses the current environment’s ID rather than the current employee’s environment ID. This fixes an issue when users using the Company Session option to switch environments would find bespoke models they created tied to their own environment rather than the investor’s they created it for.
Updating the transaction display parameters in the Investor Portal. The Investor Portal has been updated so its Transactions screen’s details match up to the Adviser Portal’s.
Display the platform name correctly in the application. The application form now uses the correct value for the Platform Provider section’s Provider Name field in the Financial Adviser Details section.
The ISA sub validation for internal transfers has been corrected. We have fixed a flaw in the internal transfer validation logic for ISAs which were causing problems and stopping Bed&ISAs from being submitted.

Should you have any questions then please contact the Customer Services Team via your Freshdesk Account.

Kind regards

Douglas Boyce

Managing Director