Highlights from this launch cycle include:
- Cash API:
- Released a new API for Stock Rewards Programs
- Enhanced API for real-time cash balances; more accurate, includes more data points, 24x7, in the cloud, and more robust than the previous API
- Report Updates:
- Margin Trade Activity (EXT990) - Added a new feature to only view margin activity for accounts in a CALL
- Name Base Report (EXT765) - Created a slim down version to show only OPEN accounts
- Tax Lot Detail (EXT1027) - Improved delivery by 6 hours
- Introducing Apex Service Center:
- One client service entry point with visibility into requests, and a knowledge base with ‘How to’ articles and FAQ’s