Alts Desk 1.7.7
about 2 hours ago
- Added fund administrator visibility to SPV transactions and Back Office tax-lot views
- Improved retirement-account editing, investor onboarding requirements, and form error handling
- Improved document filtering and types, and hid uploaded passthrough agreements from fund Documents views
- Added Sydecar Console support, including foreign jurisdictions
- Added financial-institution View/Live permissions for omnibus funds and fixed no-fee registered fund transactions