- User Roles - Introducing a new permission for Account Owners / Admins: "Connect Third Party applications." This permission allows/restricts users from turning on API integrations.
- Bank Accounts - Users can now add multiple currencies within a single bank account.
- Trust Deed - We have improved the document settings when uploading a Trust Deed, allowing you to select the document Status.
- Declaration of Trust - In this update we have included an option to allow all representatives to sign the Declaration of Trust.
- Compliance – Added the option to prepare a Compliance Report directly from the Company & Trust Compliance screens.
- Compliance – A “Source of Funds” section has been added to the Company Compliance workflow.
- Trusts – Users are now able to select a Document Status when uploading a Trust Deed
- Annual Returns – A Client Reference Number column has been added as an option in the Annual Returns screen.
- Shares - Declaration of Trust – An option has been added to allow all representatives to sign the Declaration of Trust document.
- Compliance - The Compliance Report can now be generated within the Compliance Screen.
- Significant Controllers - The relevant documents can now be prepared when entering in a new Significant Controller or selecting print Register of Significant Controllers.
- Documents - The User's name will now display in the history of an imported document.