New Features & Products

  • Users with Data Feeds access can now view the reports in PrecisionLender L3. These files are updated on a regular basis and can be downloaded when needed. New folders and files will be added over time.



  • We're further optimizing Andi's user experience, including highlighting Andi's unread suggestions and responses in blue 
  • Opportunity names can no longer begin with @, +, -, or =
  • The Transfer Duration dropdown in the Deposit product screen has been renamed to Interest Income Calculation Method, and Transfer Duration is an option in that dropdown
  • We've added new mappable fields for clients using the connector: Adjustable Spread Reset Frequency and Fixed Rate Index Rate.


Bug Fixes

  • For clients who use Relationship Hierarchy, we've fixed a bug that prompted users to save and print relationships when they didn't have save rights