We’re pleased to announce the latest release of Blue Nova, bringing close to 100 enhancements across the platform. This release has been shaped largely by feedback from our early adopters, with a strong focus on quality-of-life improvements that make everyday use faster and more flexible.
Here are a few of the highlights.
Engage: greater control over how you view your accounts
Users can now change the “value as at” date to view accounts as they stood at any point in the past, switch valuation currency away from GBP, and adjust the reporting period to see returns or fees over a longer or shorter window than the default three months. All changes can be reset back to default at any time, and new tooltip and slide-out help has been added throughout to guide users through the new options.
We’ve also introduced a new Pending Transactions indicator: an asterisk next to the Total Wealth field shows when transactions are pending, with tooltip help on hover and a full Pending Transactions list just a click away — including the ability to drill down into the details of any individual transaction.
Insight: Enhanced suite of AuA/M dashboards.
Insight now includes five new AuM components, brought together in a new “AuM Focus” dashboard for an at-a-glance view of assets under management. As with all Insight dashboards, this can be customised or removed to suit each user’s needs.
These are just a few of the improvements included in this release. As always, our development is driven by feedback from the firms who use Blue Nova every day, and we’re grateful to our early adopters for helping shape this update.
If you’d like to know more about any of the new features, please get in touch.
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