- Minor bug fixes and improvements
- Additional work on AIP support
- Financial advisors are now associated with related audit table logs in the Alts Desk
- Added additional document types
- Updates to Vestara 2.0 workflows
- Updated AIP integrations
- Apex Vestara 2.0 with now deployed with Access Portal
- Improvements to signature-related transaction action creation in the alts desk
- Minor bug fixes and improvements
- Minor bug fixes and improvements
- Added new
viewDisclosure action type and new markdownText field as well as a markdown editor in the alts desk
- Allows pulling of manager information via public APIs inside
manager and coManager objects
- New webhooks for when an SPV transaction reaches
Processing stage to allow tracking and updating SPV information based on how much has been filled
- Allows demotion of SPVs from pre-close review to primary fundraise status
- Removed "sign document" endpoint from V2 of the Document controller, in favor of signing via transaction actions
- Advisor
branchNumber field is now optional
- Added action definition templates and document checklists to the SPV menu of the alts desk
- Minor bug fixes and improvements
