Release 12.21.1 May 2023

NEW!! Portfolio Manager Table

We have released our new Portfolio Manager Table! Some of the new features on this table include:

• Accurate and reliable data that is pulled from our new database
• Updated column names
• New “Available in Portfolio” column
• Filters applying to the Excel Download

For more information and details, please see our Portfolio Manager Table Overview article

NEW!! Build Portfolio Page

Previously, we had our Add Company (Third Party) and Request (Order) flows as separate pages. We have now combined those two flows into one page and we have added a section to add contacts. For more information and details, please see our Build Portfolio Overview article. 

NEW!! Company Search Page

The new Company Search feature is designed to make it easier to find companies on the exchange and add new companies to the exchange. By entering the full name of a company, results will be returned based on how confident our matching algorithm is that a specific company is the one you’re searching for. If a company doesn’t exist on the exchange, you can now add it to the exchange from the Company Search Page. For more information and details, please see our Company Search Page Overview article.

Authorization Requests Now Include Actioned Date

On the ‘Authorization’ tab of the Assessment Dashboard for all authorization requests that have been actioned, dates will be listed for when the approval/denial action occurred. It will serve as a historical reference for all of your company’s actioned authorization requests.