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Q2 2024 release

Overview

The Q2 release introduces new features and improvements throughout most existing applications. This release includes a new major version of most business and administrative applications, as well as new versions of many 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 allows updating model portfolios with export/import functionality. Additionally, the Rebalance window now retains the user's previous selections and includes an option to account for used and available portfolio credit.

  • FA Client Portal now lets you display an information banner that can be used to notify end clients about upcoming maintenance or make other announcements. Additionally, we introduced a new mechanism to modify the allocation pie chart to show a breakdown beyond security type.

  • FA Fund Management now offers new capabilities to create fee formulas directly within the application. Additionally, there is a new view for trade orders in the fund.

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

Webinar recording from October 2024

This webinar provides you with an introduction to the new features and improvements in the Q2 & Q3/2024 releases.

In this section: