Release Notes

March 2026

03/19/2026

We're excited to share the latest improvements to our platform, focused on richer analytics, flexible timezone support, and better tools for managing inquiries and exports.

FOR ISSUERS

Custom Insights Chart

You can now filter insight charts by custom date ranges, with convenient shortcuts to common time periods.

  • Date range filter added to all insight charts
  • Quick date presets available for faster filtering without manual input
  • Cashflow insights now include future settlement information for a more complete financial picture

Reports & Download

The export experience has been overhauled with a cleaner flow and improved validation.

  • Issuer Admins can now download export reports directly from the platform
  • Export inputs are validated for start/end dates, min/max range, and future date restrictions

Holiday Management

Administrators now have direct control over holidays and approved issuers from within the platform.

  • Add, edit, and delete US market holidays from the admin interface
  • Manage issuer-specific holidays with full create, edit, and delete support

FOR INVESTORS & ISSUERS

Inquiry Management

New tools give you more flexibility when managing inquiry expiration.

  • A new Expires-In shortcut lets you set expiration times using minutes or hours, with real-time timer sync on submission
  • If not set, the Inquiry will auto expire at 2:00pm ET on the latest inquiry's settlement day.

FOR INVESTORS

Approved Issuer List

Investors can now manage a list of approved Issuers, for compliance and ease of use. The platform will prevent any transactions or options to trade with issuers outside of the approved list.