Release 4.29
Self-Service Market Data Connector Updates ENHANCEMENT
BUSINESS ADMIN
Enhanced market data connector experience with streamlined instrument management, improved search capabilities, and flexible field handling. Connect to data providers more efficiently and manage your instrument universe with greater control.
What's Improved:
Efficient Data Management – The platform now loads only the instruments you need, enhancing performance and keeping your workspace clean
Enhanced Instrument Search – Search existing Reluna instruments before adding new ones, preventing duplicates
Dynamic Field Processing – Rolling Data now processes flexible fields based on active connector capabilities
Flexible Field Configuration – Field availability adapts dynamically based on connected data provider
Market Data Indicators – Visual indicators show real-time connection status and data availability
Performance Optimization – Faster loading speed for instruments
Auto-Refresh on Manual Pricing – Rolling Data fields now refresh automatically after setting manual prices
Manual Price Updates – Final prices now update correctly from manual entries
Experience smoother instrument onboarding, better data management, and more reliable price updates across all connected market data providers.
👉 For more details, refer to the guide below:
Enhanced Marginal Trading Validation Messages ENHANCEMENT
TRADER BACK OFFICE
Improved clarity in trading error messages with specific account identification. When margin limits or insufficient holdings prevent order execution, the system now clearly identifies which bank account is causing the issue—saving time and reducing confusion.
What's Improved:
Account-Specific Error Messages – Marginal trading warnings now display the exact bank account lacking sufficient quantity or cash
Clear Validation Context – Messages specify requested vs. available amounts for both instruments and cash
Omnibus Account Clarity – When working with multiple accounts (Omnibus and Virtual), errors pinpoint the problematic account
Detailed Limit Information – Margin limit messages show maximum allowed amounts and current holdings
Investment Minimum Alerts – Subscription messages clearly state minimum required investment vs. requested amount
Withdrawal Validation – Clear messaging when withdrawal amounts exceed available balances or strategy minimums
👉 For more details, refer to the guide below:
Strategy View on Market Place - Fixes and Updates ENHANCEMENT
AUTHORIZED USERS
Enhanced visualization and analysis tools in the Strategy View on Market Place. Key improvements to geographic allocation, performance charting, and calculation accuracy for better investment strategy evaluation.
What's Fixed and Updated:
Renamed Regions in Geographic Allocation – Clearer regional naming for improved geographic exposure analysis
History Widget Period Indicators – "All" column now correctly indicates which time period is displayed in the History widget
Accurate Initial Date Range – Performance chart filter now correctly reflects the initial data range selection
Sharp Ratio Recalculation – Now excludes non-trading days (weekends/holidays) and uses standardized 252-day analyzation period for accurate risk-adjusted returns
Region Sorting Logic – Regions now sort by weight (descending) instead of alphabetically, showing largest allocations first
Navigate your investment strategies with improved accuracy and more intuitive data visualization.
New Bank Email Integration ENHANCEMENT
AUTHORIZED USERS
Expanded email integration capabilities with an additional bank connector. Automated file receipt and reconciliation now available for eligible clients.
Income Generation Logic Updates TECH IMPROVMENT
BACK OFFICE
Updated and optimized the technical logic behind income transaction generation. The improved codebase delivers more accurate automatic processing of dividends and coupons, minimizing edge case errors and manual corrections.
Enhanced Position Notifications for Dividends ENHANCEMENT
BUSINESS ADMIN
Position notifications now support "Next Dividend Payable Date" and "Next Dividend Amount" criteria. Create automated alerts based on upcoming dividend payments to monitor income events more effectively.
Streamlined Refinitiv Derivatives Search ENHANCEMENT
AUTHORIZED USERS
Simplified futures and options search with automatic wildcard matching, trading symbol as default identifier, and "Active" status pre-selected. Search interface is now cleaner and faster to use.
Instrument Search Error Handling FIXES
TRADER BACK OFFICE
Improved error messages when searching for instruments. The platform now provides clearer feedback for connection failures, empty results, and provider-specific errors.
Reconciliation Markup Fee Calculation Fix FIXES
BACK OFFICE
Corrected markup fee accounting in the Reconciliation by Positions and Transactions view. Markup fees now calculate correctly based on the reconciliation date, ensuring accurate position status calculations.
What's Fixed:
Markup fees are now included in position calculations only when their start date matches the reconciliation date
Previously, markup fees were incorrectly added to new positions regardless of timing
Ensures correct position status calculation in reconciliation reports
Two-Factor Authentication Settings Cleanup FIXES
BUSINESS ADMIN
The 2FA session duration is no longer capped. Set longer session timeouts based on your organization's security requirements and user convenience needs.
This release highlights the key updates and features in Reluna v4.29. For more details, check the platform or Contact Support. We hope you enjoy the new features!
