- Added conditional questionnaire questions Joint account API response fixes
- Added ability to generate sample data in the Alts Desk
- Backoffice positions endpoints added to Alts Desk
- Minor bug fixes and improvements
- Allow partners to indicate primary account owner for Joint account types
- Retirement account API support for registered funds
- Added corporate actions endpoints for partners to receive webhooks notifications for upcoming and completed corporate actions
- Added new API endpoints for issuing Monark investor statements
- Added support for newly released Sacra Events endpoints
- Minor bug fixes and improvements
- Minor bug fixes and improvements
- Added transaction date filters to support position reconciliation on transactions endpoint
- Added excluded document type whitelist for manager-only documents, removed transaction docs from Alts Desk views
- Minor bug fixes and improvements
- Added current price to Positions and Transactions endpoints
- Minor bug fixes and improvements
