New Features


Please see the new features article for detailed information about the features listed below.

  • AEOI – FATCA and CRS fully editable records
  • AEOI – FATCA and CRS export to XLS and XML
  • AEOI – US Identification and US forms fully editable records
  • Editable custom fields records (UDFs) for entities, contacts, asset ledger and sub funds
  • Statutory Forms for Jersey, Channel Islands
  • Entity meeting registers allow documents to be attached
  • Document store – 'versioning' of documents to allow new versions of the same document to be uploaded
  • New feature to highlight newly onboarded entities in the entity list
  • Bulk appointment and cessation of directors and secretaries
  • Generate meeting minutes including the following events: -
    • Appointment of directors
    • Cessation of directors
    • Appointment of secretaries
    • Cessation of secretaries
    • Name changes of entity
  • Generate meeting agendas including the following events: -
    • Appointment of directors
    • Cessation of directors
    • Appointment of secretaries
    • Cessation of secretaries
    • Name changes of entity
  • Add and edit company share capital/share class records
  • Classify share capital as current or former
  • Company Secretarial – ability to allot shares, fully paid
  • Company Secretarial – allotments register, first functional release (further updates in next release)
  • User maintenance – Add new user
  • Simplified role permissions


Fixes and Changes


[TN-669] - Reporting Step 2 on smaller devices, listed entities but Add button not working.

[TN-1232] - Onboarding Entities - Add - Edit Onboarding Type Steps unable to select Contact Details as a part

[TN-1254] - Tasks and Workflows showing incorrect user name

[TN-1304] - Editable Portlets - Contact Memo editing records appear outside of portlet

[TN-1351] - Country of Incorporation/Jurisdiction not updating consistently in identity portlet

[TN-1360] - Edit Document Store Details cosmetic layout changes

[TN-1366] - Editing Portlets - Recording name change improvements

[TN-1373] - User Name in Sys Admin - Users being displayed on reports in error

[TN-1379] - AEOI - Recalcitrant Field in wrong portlet and being displayed when not applicable.

[TN-1382] - VAT Return Report shows blank values

[TN-1383] - Add Activity accessed from page actions for an entity corrected

[TN-1384] - Contact Filename displayed on confirmation message, after approve onboarding entity.

[TN-1385] - When No Opt-In granted document Actions - Download needs to be disabled.

[TN-1401] - Accounting Portlet - Year End (DD/MM) has been made optional

[TN-1406] - Classification Portlet - Control levels not saving

[TN-1420] - Entity with future cease date not included in Bulk Cease listing for Director

[TN-1440] - Entity Status Unknown and Rejected appearing in status filters

[TN-1450] - Registers Search – corrected error viewing a meeting

[TN-1451] - Registers Search - error when sorting columns

[TN-1452] - Difference Between Global Filter results and Register Bulk Assign results

[TN-1454] - Registers Search - Director's Interest appearing in list

[TN-1455] - Registers Search - viewing a meeting only shows the first attendee

[TN-1456] - Registers Search - all meetings are shown as current

[TN-1462] - Register Search - View Register details - Officers Position missing.