Release – January 2023
In 2022 Fundipedia onboarded more new clients than in any previous year. Our teams created a range of new features in response to new [...]
Fundi Launch Workflow
Fundipedia has added a new product to our comprehensive, end-to-end data management platform. Fundi Launch Workflow is a user-friendly, customisable, fully integrated fund and [...]
Release – version 1.4.14
Prevent further changes when records have pending changes Fields that have a pending change will be read only for users and can not be [...]
Release – version 1.4.13
Report enhancements New option to include the report execution date and/or time in a report column output. New 'Is in' and 'Is not in' [...]
Release – version 1.4.12
Record Templates Not all data items are required or applicable for certain records. For example, a fund domiciled in the UK may require additional [...]
Release – version 1.4.11
Schema enhancements The schema now has its own section and improved UI and new icons. You can now filter fields from the tree view. [...]
Release – version 1.4.10
Document API enhancement Enhancements to the API to allow users to manage tags and categories assigned to documents. Approval enhancements Now schedule future publish changes [...]
Release – version 1.4.9
Release - version 1.4.9 Entity lookup source selector Changes have been made to the entity lookup data type to allow authorised users to select [...]
Release – version 1.4.8
Release - version 1.4.8 User interface language translations The user interface is changed based on the language they wish to view. The selection is saved [...]
Release – version 1.4.7
Release - version 1.4.7 Enhancements to document management New centralised document centre You can now upload documents not associated to an object Documents can be [...]