April 21, 2025
Legal Entity Visualization
Users are now able to generate dynamic legal entity organization diagrams based on beneficial ownership details, including ownership percentages. Easily identify entity relationships, even in case of complex and layered ownership structures.
Enhancements to User and Role Management
The UI for roles and permissions is now greatly simplified, enabling users to more quickly identify (and modify) a permission structure for a given role.
Cash Sweeps
We have an initial release of the cash sweeps feature available, enabling users to establish sweep accounts, and subsequently tie these to deposit accounts held with various banking partners, based on automated sweep rules.
