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Release Notes 2020-06-02

Assets Evolution Dashboard Improvement and Fixes​

Entire "Assets Evolution Dashboard" has been redesigned. Most significant improvements and fixes are:

  1. Users can explicitly indicate if they want to include sandbox portfolios and their accounts in the report. As a reminder, sandbox portfolios are those portfolios which do not contribute to organisation AuM. For example, users can create model portfolios and mark them as sandbox to exclude from NAV/AuM reporting. The default for this flag is No implying that sandbox portolios and their accounts will not be reported.
  2. A corner case is fixed for breakdowns. This corner case was related to second breakdown level in case that the second breakdown level is either a Team or an Institution.
  3. This dashboard can now be seen on a tablet or small screen devices properly.

We added a more detailed explanation about the figures tabulated for reference, too.

Please refer to the below screenshot for a glimpse of the new look:

Our navigation (menu) bar became wider as we add new functions and features to the system. This makes it break in smaller screens such as small laptops on tablets.

We added a new feature to the navigation bar which adapts to the size of the screen. In particular, icons are hidden when the screen is small.

The links of the testing sand staging versions were broken due to an infrastructure change. This is fixed in this released.