New Feature:
Account AUM History Frequency
We've introduced a new Account AUM History Frequency field, which will allow users to choose how account history values are calculated and displayed, with options for Daily, Weekly, or Monthly frequencies.
At this stage, the field serves as a placeholder and will not impact current calculations. Existing behaviour remains unchanged, with values continuing to be stored and reported at month-end. Automation for the new frequency options will be introduced in a future release.