• A Quick Pricing feature can be utilized from the Actions menu in the Product Manager;
• Added support for Option Expiration, Exercise, and Assignment;
• Distributions now post on aggregate holdings versus on individual tax lot holdings;
• Expansion of Product Type fields;
• Money Markets and UIT’s can be Tax Exempted; Preferred Stocks have fixed income fields;
• Support for ‘.wav’ files has been added for Alarms; you can now add any sound you want to your Alarm feature;
• A ‘recently viewed’ dropdown list for the contact window has been added;
• Auto formatting for Phone Numbers;
• Cross-reference search report is now preserved for later use;
• Attachments can now be linked to Contact histories, creating a path to the document’s physical location for easy access;
• Attachments can now be linked to Reminders, creating a path to the document’s physical location for easy access;
• Owner names for Contact Log entries have been added (network user feature);
• Ability to e-mail reminder text;
• Ability to e-mail contact history text;
• Industry Categories (supersets) have been expanded from 10 to 100;
• Corrected printing of contact logs and reminders to properly include carriage returns (bug fix);
• Manual cycling of reminders on leap years has been fixed;
• Overnight processing of tickler alarms has been fixed;
• Ticklers have been revised so that alarms can be reset after going off;
• Searches on date-type fields have been improved.

Import Application Additions

• Multiple firms support for those using a combination of downloads in concert;
• DST Systems multiple files support has been added;
• Minor download fixes for various firms have been fixed and updated.

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