One-off improvements

UP2DATA: Addition of data to the Equity channel

Informative

2Q22

The 'Fund CNPJ' column will be added to the 'Instrument Registration' subchannel file on the UP2DATA 'Equity' channel.

UP2DATA: Change of channel name from 'Data Analytics' to 'Analytics BDR'

Optional

3Q22

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

Improvements to the export of the Trade Blotter module on the Trader Terminal

Informative

3Q22

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.

SDH: Correction of an error in the Client List, where some investors’ names were missing

Optional

3Q22

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

Clients

Improvements

Todos os projetos