Product Release Notes (Q1 2025)
1.24.25 Release | Feature Enhancements
Banking/Tax Information Export (SDA users only):
- All bank accounts will now be included, with the default at the top
- Check info will now only show if it’s the default or if there is any information stored in one of the 3 check fields
- Disregarded Entity Tax information has now been added to the export
Investment Metrics:
- Project Ownership has been added as an available investment metric for the Investor Portal and Investor Statements (calculation = investment amount / total project equity)
Investor Settings:
- Clients can now restrict investors from adding their entities on the Investor Portal. This toggle lives under Investor Settings > General Settings > Investor Profile Adding Rights.
Other notable updates:
- Shares formatting consistency has been improved
- Segment selection is now alphabetically sorted on Advanced Search
- Investor Statements will now use the same project order logic as the Investor Portal for investment details
- US phone numbers will be displayed in standard formatting on the Contacts table.