Release Notes - Version 60

Assetmax-Portfolio: Two-factor authentication (New – IM-14335)

Secure two-factor authentication is now supported when logging into Assetmax in the “Assetmax Portfolio” widget.

Dashboards: Sharing dashboards (Improvement – IM-14379)

With the appropriate authorisation, users can now share dashboards across all subtenants. To this end, the display and search function for users has been expanded.

After selecting the “Share now” button, you will see the following view:

Dashboards: Empty dashboard optimised (Improvement – IM-14404)

If you have opened or newly created an empty dashboard, you will now see this revised page:

Settings menu: Support log (Improvement – IM-14336)

In the settings menu, you will now find a new entry for creating a log for support (“Generate support log”). This allows you to quickly copy all relevant data (e.g. user, dashboard, screener...) to the clipboard as a log and make it available to support.

Corporate Actions: New keyword “fund” (Improvement – IM-14430)

If you search for the term “fund” in the widget gallery, the “Corporate Actions” widget will now also be displayed as a search result.

Economic Data: Missing data added (Improvement – IM-7454)

Some missing data has been added to the “Economic Data” widget. If, for example, Eurozone and (ECB) base rate are selected, the corresponding hits will also be found in the comparison chart.

Financials: Data selection list (improvement – IM-14337)

In the header of the ‘Company data’ widget, you will now find a drop-down list with the following options for the data set:
• 5 years
• 10 years
• 15 years

The default setting for newly added widgets is “5 years”. However, for current users with a company data widget on existing dashboards, this is set to 15 years.

Wealth Portal: "Chart gallery" view (Improvement – IM-14371)

In the Wealth Portal widget, the new “Chart gallery” view is now available via the view selection.

Grouping widgets: Pop-up info expanded (Improvement – IM-14319)

When you move the mouse pointer over the grouping icon, the pop-up now also shows whether the widget is linked to the respective group.