Release Notes (July 2017)

Fundriver has released a number of updates to enhance the usability of the user interface. This document provides notes on each item. These changes are effective as of 7/12/2017.


Help links. All Help links now point to the Fundriver Knowledge Base instead of static help pages.


Activity > Edit Transactions > Copy Transactions button. This button is now labeled ‘Export Transactions.’

Activity > Investment Activity > Post Activity.‘Post Period’ is now labeled ‘Close Period’ and the Investment Activity Screen reads ‘Post Investment Activity.’

Single-Sign On Client Log Off.Instead of being re-directed to the Fundriver log in screen, single-sign on clients will be directed to a generic Fundriver “logged out” screen.

If you have any questions about this release to Fundriver, please don’t hesitate to contact us at [email protected]!