Portfolio Sync Interface

Bank-specific new features in Update 6.66.3

Deutsche Bank

ID

Type

Description

PI-8179

B

In some cases, the incorrect exchange rate was used when processing distributions per security and income. This issue has been resolved.

Example: ETF with ISIN IE00BCBJF711

UBS Asset Link

ID

Type

Description

PI-8177

I

[SWIFT]

The processing of the new format for the UBS PSN data feed has been further developed for transactions and cash positions [MT940].

PI-8186

B

[SWIFT]

During the processing of the new format for the UBS PSN data feed, duplicate transactions from MT566 and MT515 occasionally appeared in MT940. This issue has been resolved.