We've enhanced the Managed Relationship Details task wtih the same UX we recently release for Agency Request Details. This will make it clearer for users when there are mandatory Data or Document requirements outstanding and guide them to the area requiring action by highlighting the Managed Relationship, tab (data/docs) and requirements that still need to be captured.

The ability to transform 9 different date formats in datasources to dates in ISO 8601 so they can be loaded correctly to Fenergo

The ability to transfer and update association data is available for clients in their production tenants.

Deliver a seamless and user-friendly identity verification experience with customizable task messaging, localized language support, and in-app result review-empowering your teams to act quickly and your customers to complete verification with ease.

Enhance the accuracy and trustworthiness of identity verification with AI powered data matching that compares user details against submitted ID documents. Delivering clear, explainable results.

Accelerate KYC and identity verification by automatically completing ID&V review tasks based on clear outcomes, reducing manual effort, improving consistency, and delivering faster decisions to your customers.

We've delivered some usability enhancements to guide the user through mandatory inputs in the 'Agency Request Details', and to enforce the limit of 20 funds in the ‘Add Parties to Request’ task.

The capability to define which page users in teams will be directed to upon user login.

We've made it easier to navigate to the Entity Profile page for Managed Relationship entities.

To simplify navigating large volumes of products managed by an Agent entity, we’ve introduced the Underlying Principals tab to replace the 'Agency Products' tab.