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Extensions week 20 2022 - Release notes

These features, improvements and fixes have been released in FA AppStore during week 20 2022, allowing you to update the extensions you are using to the latest version from the FA AppStore.

CRS/DAC2

Fixes

  • CRS/DAC2 report now handles customers with contact type Organisation correct.

Model Portfolio Management

Features and improvements

  • Create composite investment plan process now takes never-have rules into account when running the process and supports defining over- or underweights.

Trade Order Management

Fixes

  • Bulk trade order execution process now works properly when rounding tax type is configured.