• Added minimumAccountBalance to RegisteredFund object to support redemption logic
• Minor bug fixes and improvements

• Minor bug fixes and improvements

• Minor bug fixes and improvements

• Added redemptions support to document templates and transaction actions
• Added new dealId field to SPV object to support upcoming Deal endpoint
• Added streamUrl besides downloadUrl to V2 Document endpoints
  • CORS: allow all origins for this endpoint to make the Document embeddable in PDF viewers

• Added support for registered funds redemptions on Transaction endpoint

• Added new Watchlist endpoints
• Added includeDocuments to Get All Transactions and Get All Registered Funds endpoints

• Minor bug fixes and improvements

• Support for advisor document template questionnaires
• Added single marketing document type for use on registered funds

Removed partnerId requirement in update questionnaire validation

• Document template overlays now support direct text inputs