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Q2 2023 release

Overview

Q2 release introduces new features and improvements throughout all existing applications. This release includes a new major version for most of the business and administrative applications and new versions of many of the microservices. In addition, we have released updates for the Standard Solution throughout the quarter.

Highlights from this quarter’s releases include the following:

  • New features in the FA Client Portal: You can filter transactions and trade orders and add documents to display for owners of a security. All views now support sub-portfolio structures, and users can make monthly investments.

  • In FA Back, you can now automatically send out transaction or trade order reports and identify the reported transactions or trade orders. Creation date and time are now available for transactions and trade orders.  

  • You can now create dividend transactions for your fund in FA Fund Management. We also added portfolio IDs and security codes in the NAV status window.

  • There are a number of impactful performance improvements. FA Solutions is committed to building an enterprise-grade platform, and we are placing particular emphasis on improving the performance and scalability of the system during 2023. You can read more about Q2 improvements in our technical release notes.

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

Webinar recording from Tuesday, November 21st 2023

This webinar provides you with an introduction to the new features and improvements in the Q2/2023 release.

In this section: