- Added required field to questionnaire questions
- Added NAV, Distribution Rate, and 1-year return fields to registered fund object
- Document templates now get populated upon questionnaire answer submission for registered fund transactions
- Added includeDocuments flag when fetching SPV by ID
- Added support for joint account registered fund transactions
- Removed unused fields from Prospective Offerings endpoints
- Support for non-question-based conditional document template overlays
- Support for joint account aggredetations
- Removed various unused post-close SPV statuses from MonarkStage enum
- Minor bug fixes and improvements
- Minor bug fixes and improvements
- Added education links to registered funds
- Removed restriction to submit both advisor and investor when creating registered fund transactions
- Made SPV ProspectiveOffering ID a public endpoint and include in SPV update webhook
- Added web hooks for status changes on IOI and and Prospective Offering objects
- Exposed additional fields on the FinancialAdvisor object through GET endpoints
- Added aggregated IOI view in Prospective Offerings page
- Added argument for fund-level ISIN or CUSIP for Registered Funds