- Automatically identify the financial adviser against the SoA when uploaded and audited.
- Explore a sortable, filterable breakdown of the "High Risk Attributes" for all SoA files on your Dashboard:
- Import financial adviser users in bulk via .csv file.
Bug fixes and improvements
- Changed the default sorting in "High Risk files" widget from File name to Regulatory risk rating.
Shelly Beach image credit: charlotteinaustralia / Flickr