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Q1 2024 release

Overview

The Q1 release introduces new features and improvements in most of the applications. This release includes a new major version of most business and administrative applications as well as new versions of microservices under the hood. In addition, we have released updates for FA Standard Solution throughout the quarter.

Highlights from the releases in this quarter include:

  • FA Back now offers enhanced visibility into completed report calculations. Additionally, we introduced the capability to create security groups and link them to portfolios. These security groups will serve various purposes across the applications moving forward.

  • FA Client Portal can now use the FA Back security groups to restrict the trading of securities within selected portfolios.

  • FA Fund Management enables you to create fund groups. Additionally, the wizards for Fund, Share class, and Fund company are now based on the new user interface framework.

Read more about the new features and improvements in the release notes below.