1️. Compliance Notes at the Member Level
Easily track compliance-related notes directly under each member record, supporting better documentation and audit readiness.
2. Investor Portal Improvements
The “My Adviser” section in the Investor Portal has been enhanced, including updates to email templates to ensure your client communications remain professional and consistent.
3. Duplicate Detection Dialogue Enhancement
The duplicate detected message now auto-closes once your action is complete, making data entry smoother.
4. Character Limit Alignment in CRM/Engage
Increased character limit to 200,000 across all platforms, helping you avoid errors when finalizing fact finds.
5. Vulnerability View Enhancements
Improved visibility for vulnerability assessments enables you to better identify, manage, and support clients with additional needs.
6. Audit History Regulator Field
The regulator field is now included for auditing within Business Registers and Accounts, supporting your compliance obligations.
7️. Introducing Capacity for Loss Fields
New fields have been added at the Member and Client Group levels to help you record and track Capacity for Loss scoring more effectively.