WealthPoint News

  • Platform Updates
  • 3 years ago

June 2021 Release Notes

General features

  • Subsystem for the REIM Team without a custom domain
  • Live subsystem for institutional investors
  • Cancellation of indications - Investors will be able to cancel their indications via the Portfolio page by clicking on the button next to each indication in the Pending Investments table.
  • Ability to store additional metadata to track cancelled indications - A changelog has been implemented to track the path an indication follows from creation to conversion into an order or cancellation.

Features linked to the epic - Dynamic deal data for subsystems

  • Implementation of the differential fee rule to validate user submitted fees when creating indications - At the point of transaction, the fees rule is used to validate the fees the user sees and submits.
  • Dynamic IRR & CoC values on the deal card based on calculations​ - Based on the subsystem and the user level of the entity interacting with the product, the IRR and CoC on the deal card will be based on the calculator.
  • Rule to display different fees per subsystem for one product loaded to the subsystem including 6-month and 12-month autocall structured notes - A rule has been set up and integrated which displays different fees based on the subsystem or the type of structured note loaded to the platform.
  • FE integration for differential fee structures
  • FE integration for differential minimum investment amounts | When a single product has been loaded and shared across several subsystems, each subsystem will show a different minimum investment amount for the same product. Same applies to the fees per subsystem.

Additional features you will see

  • An update to the product details page when a deal is open for funding. The Invest in this deal button moves up and down with the page when you start scrolling so that the button is always visible to the investor.
  • Updates to the signup screens to include the missing validation letting users know exactly what is expected of them as they populate these screens.
  • The bookbuilder now also works on a queue-based approach with efficiency updates to make unlimited orders possible.

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