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2017-1-6 - Release Notes

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Important New Features


Additional Feature and Bug Fixes

Opportunities and Relationships

  • The Relationship charts hover pop-up now shows correct figures. 
  • Fixed an issue where the figures on the Relationship Printout didn't match the figures in PrecisionLender.
  • Fixed an issue where searching for relationships with ampersands and brackets would cause an error.
  • Fixed an issue where searching for relationships would sometimes "eat" characters.
  • Deposit account amounts used with earnings credits will now show the correct ROE. 
  • Activity based fees will now copy correctly to new scenarios.
  • The ROE section is now visible when using PrecisionLender on an iPad. 


Rate Sheets

  • Increased the maximum length of footnotes
  • Fixed an issue keeping Rate Sheet Monitor emails from running 



  • Fixed an issue where disabled custom indices could be assigned as a product's default
  • Fixed an issue where custom indices assigned as a product's default could be disabled
  • Added the ability to enter a range for IP filters



  • Your account key can now be copied to your clipboard.
  • When logging in using Single Sign On, the username's domain is no longer case sensitive.
  • New IQY downloads will now require you to enter your Account Key and Username
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