Investor Development Update
Over the last few sprints we have been working hard to get the following things for you.
Marketing Consent
You’ve now got the ability to set your marketing preference and being able to change this at a later date.
Managing Regular Payments
You are now able to amend and delete existing regular payment instructions as often as you wish.
Contract note
The client can now access their contract note by downloading this from the message in their message hub.
Change Password
Once you are logged into your portfolio you are now able to change your password by providing your current password and setting a new one.
Banner alert
Clients are able to see from their portfolio view if they have any outstanding actions in relation to setting up their client record.
Browser Compatibility
Updates have been made to ensure the functionality is available when using Internet Explorer 11, Edge, Safari and Chrome.
We now have a production environment but are still in beta so more on this in future updates.
Up-coming roadmap
- Ex-ante projection calculations
- Frequently Asked Questions
Please get in touch if you want to discuss any of these updates. We’d be happy to talk.
See you at the next update.
