Simple Fund 360 and Simple Invest 360 Product Update – 3 October 2024

We’re excited to share the latest Simple Fund 360 and Simple Invest 360 update!

• Click here to check out the full release notes.
• Click here to register for our upcoming new features webinar.

What's New?

Contract Notes Service: A new Contract Notes transaction export has been introduced to make transaction analysis and reconciliation easier. Learn More

Document Uploader Widget: In the Documents screen, when a folder is selected from the left-hand side list, uploading a document via the new widget will automatically prefill the respective folder name. Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!