Platform Enhancements June 2024

Update 1: Bulk Data Validations Download

Download with Ease

Say goodbye to the hassle of downloading validations one at a time!

We've added a new 'Download All' button in the ‘Connect’ module > ‘Submission Overview’ > ‘Data Validations’, enabling you to download all validations for a specific 'Fund' and 'Quarter Ending' period with just one click.

For those who prefer the old method, the original button is still there, now called 'Download Selected'.

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Update 2: Refined Expenses Comparison

Clearer Historical Data

We've addressed a critical issue in the in the ‘Connect’ module > ‘Expenses’ > ‘Compare view’, where not all historical expenses were visible, leading to potential misrepresentations.

Now, you'll see all expenses from current and previous financial years, with a new column 'Service Provider Type' added for better clarity.

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Update 3: Enhanced Fees and Costs Visualisations

Better Insights, Your Way

Based on your feedback, we’ve enhanced the ‘Connect’ module > Fees and Costs > Quarterly Review visualisations.

Enjoy optimised column display and new filtering options by ‘Investment Option’, allowing for a clearer and more customised view of your financial data.

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Update 4: New Asset Allocation Visualisation

Track Your Goals

We've expanded our ‘Connect’ module > Asset Allocation > SAA Time Series to include visual tracking of actual asset allocation against strategic goals over time.

Dive into detailed visualisations and understand your asset performance like never before!

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Update 5: PDF Upload Support

Upload with Flexibility

You can now upload PDF documents to use in commentary in the individual ‘Return View’ within the ‘Submissions’ module, in addition to .xlsx files, with support for up to 50MB or 50 files.

This added flexibility makes it easier to manage and submit your documents efficiently.