Findash Release v1.0
December 26, 2023Findash Release v1.2.0
February 8, 2024Findash v1.1.0
Unveiling Findash: Redefining Financial Management Excellence for Discerning Fund Managers and Investors
We are delighted to present Findash v1.1.0, an avant-garde financial management platform meticulously engineered to redefine portfolio management for astute fund managers and investors. This state-of-the-art solution signifies a paradigm shift in the realm of financial management, delivering unparalleled efficiency and sophistication to elevate your investment experience.
Key Features
USD Conversion for Specific Base Currency
- Seamless implementation of portfolio-to-USD conversion.
- Improved precision in USD valuation, updated daily with the latest market prices.
Custom Report Naming for Enhanced Management
- Users now have the flexibility to provide report names during downloads.
Efficient Market Price Upload Enhancement
- Strengthened validation processes for accuracy and reliability.
- Implemented more real-time error notifications for immediate feedback.
- Streamlined the upload process for a smooth data entry experience.
KYC Integration with Added Permissions
- Added permissions to seamlessly initiate KYC of investor within the Compliance Manager.
Improved Transaction Validation
Template Downloads for MAS, MP, and Bulk Transactions
- Empowered users with the ability to conveniently download templates, facilitating efficient uploads for MAS, MP, and bulk transactions.
Query Module Validation and Issue Resolution
- Thoroughly validated and promptly addressed issues within the Query Module to ensure optimal performance and data integrity.
Enhanced Asset Form Validation
- Implemented improved validation processes for asset forms, ensuring greater accuracy and reliability in data submissions.