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Q4 2024 release

Overview

Q4/2024 release provides you with new features throughout the FA Platform to run your daily operations more efficiently. Here are some highlights from this quarter’s release:

  • Pledging and unpledging portfolios, positions and purchase lots in FA Back allows you to mark portfolio positions as pledged, for example, as collateral for a loan or for an incentive program. Pledging ensures compliance with agreements and restrictions and helps prevent unauthorized transactions.

  • Strategy rebalancing in FA Back allows you to align your portfolio with its strategy and target allocations. While rebalancing against a model portfolio or investment plan existed in FA platform before, it wasn’t possible to rebalance a portfolio against a strategy that sets targets on the allocation level.

  • Notifications across applications help you to stay updated about important events in the FA Platform, no matter which application you are using at the time. Notifications let you know when your attention is required, especially related to activities that happen in the background. In this release, notifications are shown only to the users of certain features, but the coverage will be extended in the future.

  • Various performance improvements across FA Platform aim to minimize loading times and enhance the overall user experience. Among other optimizations, this quarter’s release improves responsiveness of FA Client Portal and FA Fund Management through significantly reducing the loading time of the landing page, making it smoother to access the application even with large amounts of data.

  • In addition, this quarter’s release introduces several security enhancements. Although these enhancements are likely to go unnoticed by FA Platform users, they represent the significant investments that we make on a continuous basis to keep the platform secure.

Read more about these highlights and everything else the Q4/2024 release has to offer through the release notes below.

In this section: