Release Date: August 16, 2025

Fund Reporting Role Updates

• New Support Modal to provide administrator's contact info for fund reporting role users, as well as quick links to our Knowledge Base. There is a defect with this update where Client Administrators will get an error when saving contact info. The data will save regardless of the error, but we're working to resolve this asap.

  

   
   
• New customizable General Information section on Dashboard - can be used to provide documents, links, etc. to users.

  

   

Exports

• Read Only users will now be able to view exports
• Fixed defect regarding header capitalization

Reporting

• Issue with custom labels matching other fields in the same data source has been resolved