- Contract Notes Service: Advantage is now supported by the Contract Notes Service. To review all supported brokers Click Here.
Netwealth Data Feed: The Netwealth Data Feed will now support foreign share market transactions. For more information see Netwealth.
Netwealth Data Feed: Improvements have been made to the Netwealth data feed on how income distribution components will automatically update at year-end.
Note: Distribution Review can be used to reconcile tax data at year-end.
Balance Review: A progress bar indicator will be shown to indicate when a request is being made to registry balance providers. This request can take up to 7 days depending on the registry provider.
Balance Review: Quickly identify investments that have not received registry data. An indication will be shown for investments that have received no registry data.