👤 Client Focus
Removal of BSB Lookup - we’ve retired the BSB Lookup functionality on the Bank Details page in Client Focus. The BSB Lookup control that previously searched and populated Bank State Branch (BSB) details on the Bank Details page has been removed.
Enhanced TFN Privacy in Audit Trails
To ensure ongoing alignment with the Privacy (Tax File Number) Rule 2015, we have updated the Audit Trail logic for the Tax File Number (TFN) field.
All values recorded in the standard Tax File Number field (including historical entries) will now be fully masked in the Audit Trail (eg *********)
📊 Portfolio
Enhanced Search Results Configuration
We have enhanced the Security Positions screen to include the Configuration option for the Search Results grid so that you can now customise the columns to be displayed in the grid.
The following new columns are now available for selection in the Search Results in both Security Positions and Share Issues screen:
- SMA Security
- SMA Instrument
- Sub Account
Bulk 'Do Not Import' option added
The Xplan Reconciliation Report screen has been enhanced to allow users to select multiple position rows and mark these in bulk to 'do not report'. The Xplan Reconciliation Report previously only allowed a single position per click to be marked as 'do not report'.
This functionality enables datafeed users to manage their positions where the datafeed break is expected and has been reviewed and can be safely ignored.
Navigate to the Reconciliation Report screen within your datafeed management area. Instead of handling each row separately, you can now use the checkboxes to select all relevant position rows. Once selected, use the bulk action to mark them as "do not report."
Further enhancements to SMA Advanced Searching
We have enhanced the Client Advanced Search to introduce a new portfolio search type called Search for SMA Clients with option No SMA and With SMA.
⚖️ WealthSolver
Extended Portfolio Cloning
We’ve extended the reach of our portfolio cloning function. You can now access this feature from within the Investment Funds screen and within the high level plan recommendation proposal screen
View Investment Details integrated into the Add Investments function.
We’ve integrated the View Investment Details data set into the Add Investments function. You now have convenient, one-click access to comprehensive fund profiles as you build your portfolio.
Simply click on the View Investment Details icon (situated to the left on the fund name) to bring up the corresponding funds profile containing information such as asset allocation mix, fees, past performance and more.
