What's new

  • 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

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