- Minor bug fixes and improvements
- Added redemptions support to document templates and transaction actions
- Added new
dealIdfield to SPV object to support upcomingDealendpoint - Added
streamUrlbesidesdownloadUrlto 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
Transactionendpoint
- Added new
Watchlistendpoints - Added
includeDocumentsto 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
- Minor bug fixes and improvements
- Additional work on AIP support
- Financial advisors are now associated with related audit table logs in the Alts Desk
