Release 4.33
๐Learn What's New:
Added aggregated positions tab on Strategy ENHANCEMENTSTRATEGY MANAGERS
The Aggregated positions tab on the Strategy shows consolidated positions across all subscribed clients' bank accounts. Click any instrument to drill down by ะกlient account with quantity, price, value and P&L. The tab opens by default when viewing an Active strategy.
Also you can create a Master Order directly from aggregated positions view.
๐ For more details, refer to the guide below:
๐ Manage Strategies
"Interest" subtype for Income orders on deposit instruments ENHANCEMENT BACK OFFICE
A dedicated Interest subtype is now available in the Income order subtype dropdown alongside Dividend and Coupon. When creating an order from a bank transaction, the Interest subtype is prefilled automatically.
Master Order Modify updates FIXSTRATEGY MANAGERS
What's fixed
Entering 0 qty on a child order now cancels it
Weight field added to Master Order creation form
Master Order status now correctly reflects child order execution
Other minor fixes
๐ For more details, refer to the guide below:
Omnibus transaction changes now propagate to child Virtual Account transactions FIX MANAGERS
PortfolioCcy, ccy, type and subtype are now correctly updated on all linked child transactions when changed on the Omnibus transaction.
Date of Appearance no longer mapped to passport fields on Lead-to-Account conversion FIX CLIENT ADMINISTRATOR
Date of Appearance is no longer incorrectly overwriting passport Date of Issue and Date of Expiry during conversion.
Documents transferred from Lead to Account now retain original upload date and author FIX MANAGERS
Created At and Created By fields on documents are now preserved correctly when a Lead is converted to an Account.
Income order subtype changed to Dividend on re-save FIX BACK OFFICE
When re-saving an Income transaction with subtype Coupon on a deposit instrument, the subtype was incorrectly overwritten with Dividend. The subtype is now preserved exactly as set by the user on every save.
Pending tab in Change Requests widget now shows requests pending your approval FIX MANAGERS
Pending tab was fixed and now correctly displays change requests that require your approval.
Unauthenticated users are now redirected to the originally requested page after login FIX ALL USERS
When a logged-out user opens a direct link to a specific page (e.g. an Order detail page), they are redirected to login as expected. Previously, after logging in, the user was taken to the Dashboard and the original URL was lost. Now the user is correctly redirected to the page they originally intended to open.
2FA code input cursor jumping on iPhone mobile browser FIX ALL USERS
On the "Confirm email" 2FA page, digits now land in the correct input fields when entering a confirmation code on iPhone via mobile browser. The cursor no longer jumps unpredictably between fields during sequential input.
Other minor bugs and fixes have also been resolved to ensure a smoother experience
This release highlights the key updates and features in Reluna v4.33. For more details, check the platform or Contact Support. We hope you enjoy the new features!
