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Release Notes

Entity Profile Investment Account and Related Investment Account Tabs

Related products:Fenergo Platform
  • June 4, 2024
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To provide an understanding of the investment accounts related to an Investor or Fund entity in an Asset Servicing solution, two new tabs have been introduced within the Entity Profile. Verified investments accounts will display in the 'Investment Accounts' tab when viewed from an Investor entity profile, and within the 'Related Investment Accounts' tab when viewed from a Fund entity profile.

User Guide Reference: Entity Profile->**"Investment Accounts" Tab and "Related Investment Accounts" Tab **