Features from: 8 Nov 2024 – new stakeholder activity, option improvements and more!

New stakeholder activity timeline  – to help you better understand the activity a stakeholder has been involved with over time, you can now see their actions on a timeline.

Further improvements to option grants – how events appear on option holder dashboard – we continue to add enhancement to our options tool kit.  This week, we’ve made changes to how grant events (exercise, lapse, etc) show on the option holder dashboard.

Upcoming filing report – extend date range – portfolio customers can now select the date range they want upcoming filing reports to cover (6, 8 or 10 weeks).

Payment status of shares at incorporation – share certificates – fixed a glitch where the payment status of shares in share certificates created at incorporation was not showing correctly.

s.243 exemption & full onboarding – if you complete full onboarding with directors who have s.243 exemptions, you no longer need to add their residential address as part of onboarding – you can add it later.

Various changes under the hood.