2024-11-11 Release Notes

🎉 New Feature

• Enhancements to Bulk Edit Basic Information for Funds

  • Our platform now supports selecting multiple funds for bulk editing of fund basic information, subscription rules, redemption rules, and suitability matching rules.
  • Path: "Fund Management" -> "Fund Management"

• New Risk Disclosure File Configuration and File Management Module for Funds

  • Path: "Fund Management" -> "Fund Management" -> "Edit"/"Details"
  • Path: "Fund Management" -> "Fund Management" -> "Fund File"

🪀 Optimization and Bugfix

• Introduced the "Add(Bulk)" Feature to "Internal Transfer"
  • Cash transfers and stock transfers can now be processed in bulk.
  • Path: "Account Assets" -> " Internal Transfer" -> "Cash Transfer/Stock Transfer"

• Enhanced Account Assets Functionalities
  • Path: "Asset Account" -> "Account" -> "Asset Overview"
  • Path: "Asset Account" -> "Account" -> "Account Balance Details"