Professional Sprint Update

We have now finished the Professional sprint and can confirm that the following has been completed:

View my Firms instrument list

As part of the ongoing development, we have now added the ability for users to view the list of instruments available to them. This means that users are now able to search their instrument universe via the Professional Ui and ensure that instruments needed are available.

View the Available Asset list

When users search their instrument list and find an instrument is not available, they will have the ability to search the master instrument list. The master instrument list will list all instruments that are available under Seccl, the user will then be able to request this instrument to be added to their universe. Having this list available in the Ui means users can easily check if Seccl have the instruments they need and to contact Seccl where needed.

In addition to the above we also completed the following in the sprint:

• Request a new instrument to add to their instrument list
• Users — Edit user records
• BUG — When creating a group account client search does not show all results

The planning has been completed for the next sprint and we will be completing development within the Client Ui. We hope to complete the following:

• Update the client Ui design to ensure all functionality is easily seen
• Add visibility to the fees a client pays on their account and regular payments that have been instructed

Below is a design to show what the update will look like within the client Ui on their portfolio page:

The following shows the view of a single account:

If you have any questions please do drop me a message.

Thanks

Hannah