July 2026 - This Month's New Releases

🆕 Smoother investor journey. Investors onboarding on your platform are now automatically redirected at each profile validation step. From their dashboard, they can view their profile validation status and return to the current completion step in one click.

🆕 UTM tags can now be read by the registration form, so you can identify which source brought users to your site. If a visitor’s browser has anti-tracking tools enabled, UTM tags may not be usable.

⬆️ Minor improvements to the IFA module following its production release.

⬆️ Improved referral menu and sponsor/referral benefits.

⬆️ Added new filters on the project page to display information based on the user profile completion status (validated investor profile, ability to withdraw funds, ability to send funds via direct debit).

⬆️ Added the ability to override transfer-related information to handle cases where funds are held in escrow by law firms or notary offices.

⬆️ Improved display of payment flow statuses.

⬆️ Improved display of pending bank transfer information.

⬆️ Added new variables to distribution agreements (IFA).

⬆️ Improved modeling of internal PSP payment flows.

⬆️ Improved reminder message content for transfers pending receipt.

⬆️ Added a new field to the iRaiser automatic export.

⬆️ Moved Stripe Connect onboarding into the target process.

🛡️ Security updates and improved error handling.

🐞 Fixed display of custom project images.

🐞 Fixed a display bug for payments pending payment account balance verification.

🐞 Fixed an issue in the calculation of loss-bearing capacity.

🐞 Fixed a display issue affecting certain payments in the admin area.

🐞 Fixed a date display issue in payment flows.

🐞 Fixed an error in the scoring/calculation of knowledgeable investor questionnaires.

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