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Fund Card - Enable Default Expand of First Card
We have added a new feature that when enabled users can view the first fund card expanded by default on initial page load.
Comma Separator
We have added support for locale formatting for series labels to include commas.
Ordering Disclaimers
We added functionality that allows the order of the App Disclaimers and Page Disclaimers to be configured so that users can decide which is rendered first.
Faceted Search
We have added the option to limit which fields and how they are targeted on the faceted search. If the search criteria match up with a share class ISIN or Fund Name, then entity-based search results will be returned. Alternatively, if the search criteria match with i.e. a document type, all documents relevant to the document meta will be displayed.
Filters update based on their selections
We have added functionality that will allow a user to select a filter and have the other filters update and display the available options based on the selection. Users will also be able to only see active selections in the filters so that they don't click on options that aren't available.
Document Download: External Links
- We added functionality that allows documents to be opened or redirect the user on an external HTTP link. The external HTTP links will now have a link icon instead of a download icon.
- We have also ensured that the bulk downloading of documents (selecting checkboxes) will add all the links to a single text file which will be downloaded as a ZIP file.
Tooltips - Tooltip button
We have improved accessibility on the tooltips enabling keyboard support and ensuring that the tooltips can be read by assistive technologies, such as screen readers.
Watchlist - Watchlist button
We have improved accessibility on the watchlist buttons that ensures we provide enough context when read by a screen reader.
Show More Button - Button still visible on set limit
We fixed an issue with the Show More button. When we set the limit equal to the number of items in the dataset the button was still showing.
Header Tooltips Disappear
We fixed an issue where the header tooltips would disappear in mobile view.
Axis and Tooltip Formatting not working
We fixed number thresholds to account for negative values. Configuring positive and negative thresholds caused issues with calculating which one to use.
We highly value your feedback, which helps us continually improve our products and services. If you have suggestions, encounter issues, or want to share your thoughts on this release, there are two ways to provide feedback:
For personalized assistance or to discuss any specific concerns related to your service, feel free to contact your dedicated Service Delivery Manager. They are your direct point of contact for all matters related to your account.
Complete the customer feedback survey emailed to you after each incident.
Your input is invaluable to us, and it plays a significant role in shaping the future of our products. We thank you for your participation in making our software even better.
If you encounter any issues, have questions, or require assistance related to this release, our dedicated support team is here to help. You can reach out for assistance through the following channels:
Send an email to [email protected] for inquiries. Our support team will respond within regular business hours.
Access our Support Portal at https://kurtosys.freshdesk.com/support/home for self-service resources, knowledge base articles, and the option to submit support tickets.
Utilize our live chat feature https://help.kurtosys.com/support-live-chat/ on our website for real-time assistance from our support team.
We aim to ensure you receive the assistance you need promptly and efficiently. Please don’t hesitate to reach out if you have any questions or need help with any aspect of our software or services.