New Features:
Number of Children Added for Members
Added a new field to capture the number of children associated with a member, helping maintain more complete client records.
Preferred Language Added to Client Group and Member Forms
Introduced a Preferred Language field within Client Group and Member forms to support more personalised client communications.
Investment Duplicate Detection Enabled
Enhanced data quality by enabling duplicate detection for investments, helping reduce duplicate records and improve accuracy.
Account Name Added to Account Views
Added an Account Name column to account views, making it easier to identify and manage accounts at a glance.
Link Similar/Related Providers for Consolidated Remuneration
Reconciliation Added the ability to link similar or related providers, enabling more accurate and streamlined consolidated remuneration reconciliation.