Release Notes
  • Add Deposit to Active Allocation
  • Allow Disconnect Account
  • Allow Global Fund
  • Block User
  • Customize Loader
  • Fund Fact Sheet
  • Global Fund
  • Global Fund License Document
  • HWM Enhancement
  • Investment in Non-public Fund
  • JFD Changes
  • Merge Fees Enhancement
  • Mutual Fund
  • Open Position Visibility Settings
  • Workstation
  • Fees Settings Change in a Work Flow
  • Minimum Investment for Global Funds
  • Reconciliation Report
  • Show Hide AUM
  • Work Station CurrentTC
  • Badges Settings for NewTC
  • Error Handling Report
  • Investor Report
  • JFD Customization
  • Master LogIn
  • LogIn API
  • Queue Management
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On this page
  • 1)Options on add account pop up
  • 2) Additional section for user settings in Broker Admin Compliance Settings
  • 3.Additional options in customize label

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JFD Changes

Release Note

PreviousInvestment in Non-public FundNextMerge Fees Enhancement

Last updated 5 years ago

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1)Options on add account pop up

When user clicks on “Add Account” option then following pop-up appears. Then all options are separated by white line as shown in figure.

2) Additional section for user settings in Broker Admin Compliance Settings

Settings for user settings tab in Broker Admin Compliance Settings. There is additional section as user settings. Visibility of contact details from profile page can be managed.

Contact details in profile are enabled:

3.Additional options in customize label

Additional labels are added in customize labels as shown in the following figure.

Above settings can be managed from Broker Admin Settings Customize labels