• 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