To improve customer service, the 'Data Analytics' channel will be renamed 'Analytics BDR' on UP2DATA, where the 'Data_Analytics_BDRBalanceStockFile' file is stored.

To improve the module’s usability, new fields were added to the export functionality for Microsoft Excel of the Trade Blotter module, making it easier to identify data on executed trades. This data appeared in the interface, but was not properly exported on Excel.

This initiative aims to rectify an error where not all the investors’ names appeared on the Client List.

Analysis of the dashboards platform to implement improvements for users.