We are excited to tell you about some of the new features that we have added to Bricknode Financial Systems (“BFS”).
Create more than one account
When creating a new user you get the possibility to create an account directly. A pop-up ticket will appear where you can click Yes to immediately create an account for the customer.
Easier access to POA
There is also possibility to create power of attorney in the Create Account-ticket. Click at section POA and choose which person and also which type of power of attorney. From the Account overview simply click at the information button to recieve information about power of attorney.
Name change
We changed the name from Allocation Profile to Portfolio Management in the head menu.
And more…
Please read the Release Notes in our Knowledge base to get all information about functional changes, improvement and solved issues in Release 2.05.
Team Bricknode