Release Notes

March 2026

03/19/2026

We're excited to share the latest improvements to our platform, focused on richer analytics, flexible timezone support, and better tools for managing inquiries and exports.

Custom Insights Chart Filters

You can now filter insight charts by custom date ranges, with convenient shortcuts to common time periods.

  • Date range filter added to all insight charts

  • Quick date presets available for faster filtering without manual input

     

Timezone Support

Comprehensive timezone awareness has been introduced across the platform to support global teams.

  • Users can configure their preferred timezone from Profile Settings, with an improved dropdown and clearer labels

  • The issuance date-time picker now supports timezone-aware calendar selection

  • Timezone preferences are applied consistently across date stamps and ordering workflows

Inquiry Management

New tools give you more flexibility when managing inquiry expiration.

  • A new Expires-In shortcut lets you set expiration times using minutes or hours, with real-time timer sync on submission

  • If not set, the Inquiry will auto expire at 2:00pm ET on the latest inquiry's settlement day.

Issuer Reports & Download

The export experience has been overhauled with a cleaner flow and improved validation.

  • Issuer Admins can now download export reports directly from the platform

  • Export inputs are validated for start/end dates, min/max range, and future date restrictions

     

Holiday & Issuer Management

Administrators now have direct control over holidays and approved issuers from within the platform.

  • Add, edit, and delete US market holidays from the admin interface

  • Manage issuer-specific holidays with full create, edit, and delete support

Issuer Insights - Cashflow

  • Cashflow insights now include future settlement information for a more complete financial picture