Fund Investment Tool Release Notes

Fund Investment Tool release 1.8 will be released on 11/9/2024. Please see the attached document for changes and fixes included in this release.

Released 11/4/2023 Fixes Fixed issues running fund sync. Fixed issue loading menus when logging in as a new user.

Released 5/20/2023 New Features Added multi-factor authentication Various security enhancements

Released 12/11/2022 Fixes Resolved loading issues on the login screen Resolved currency formatting issue on landing pages\batch totals Resolved issues with resetting passwords Resolved issues with system email messages not being sent Ne...

Released 3/26/2022 Fixes Resolved loading issues on the login screen Resolved issues with creating new users Resolved issues with creating duplicate Journal Entry batches in FENXT Resolved issues with system email messages not being sent ...

Released 7/18/2021 New Features Added new Admin function to manually run sync on demand Added new Spreadsheet Import function for Table Members in Admin screen

Released 7/18/2021 Fixes Resoled issues with Help Search Resolved issues with fund numbers getting cut off Resolved issues in Spreadsheet Import functions New Features Added "Recalculate" item to ellipsis menus in batch lists New "Ma...

Released 1/3/2021 Fixes Editing a CALCULATED Batch Pool or Income Item now deletes the existing calculations Resolved Income Allocation spreadsheet import issues for multiple effective periods Resolved issues for administrators creating new...

Released 10/14/2020 Fixes Resolved login problems Fixed grid sorting issues Report fixes New Features Improved load time Security enhancements Enhanced error logging New Income Allocation Batch Import function New Rebalancing Batc...

Released 8/2/2020 Fixes Updated Report Viewer to decrypt passwords New Features Encrypted Report Passwords

Released 8/2/2020 Fixes Resolved issues with creating JE batches in FENXT New Features Installed Report Viewer Added Fund Fee Families

Released 7/21/2020 Fixes Income Allocation Batch - duplicate Income Type amount entries can no longer be created When Posting journal entries, errors are now logged New Features Income Allocation Batch Income Type amount entries are no...

Released 6/17/2020 Fixes Resolved issues sending Journal Entry batches to FENXT (via SKYAPI) New Features Record IDs for Journal Entry batches sent to FENXT are now stored separately Added additional Config screen functions

Released 5/12/2020 Fixes Resolved issues sending Journal Entry batches to FENXT (via SKYAPI) Fixed minor issues in Config screens New Features Added additional Config screen functions

Released 3/15/2020 New Features Added Income Allocation, Fees, Spending Policy, and Rebalancing functions, Menus, Admin/Config functions, and link to FENXT.