Blanco WealthTech

03/08/2022

We have added a new workflow so that only users with the correct permissions can change the status of a client.
Read the full article: https://cstu.io/59e5b4
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Previously, any user could change the status of a client from "pending" to "accepted". We have added a new workflow so that only users with the correct permissions can change the status of a client. This permission is called "changePartyStatusDoneWrite" and belongs by default to the "approver"…

29/07/2022

We have introduced a new notification called ​"Client File — Risk classification created," which is triggered when a risk classification job is created.
Read the full article: https://cstu.io/33d8ed

We have introduced a new notification called "Client File - Risk classification created", which is triggered when a risk classification job is created. The notification covers all three types of risk classification: initial review, periodic review and event driven review. You can subscribe to this.....

18/07/2022

We have added global support for classifying types of business activities for legal entities. Previously, we only supported the NACE standard, but now we support any classification system, such as SBI and ISIC.
Read the full article: https://cstu.io/ad9e35

In the Onboarding Module and Client File Module, we have added global support for classification types of business activities for legal entities. Previously, we only supported the NACE standard, but now we support any classification system, such as SBI and ISIC. This makes it possible to register…

08/07/2022

Environmental, social, and governance (ESG) criteria are company standards to help socially-conscious investors screen potential investments
Click the link here: https://cstu.io/1e5a4a

28/06/2022

You can now upload nominal bulk orders in our PMS. This means it is now possible to create single and multiple nominal orders via the function "temporary bulk orders". https://cstu.io/c27afa

From now on, it is possible to create single and multiple nominal orders in Blanco PMS via the function "temporary bulk orders". Until now, nominal orders could only be created via the manual input of an order (under Ordering > New Order). For the time being, dispatch via FIX is still out of range,....

23/06/2022

We improved the visual perspective of the legal structure in our Client File based on our user's feedback. Learn more https://cstu.io/17c6ae

Following several requests from our clients, we have changed the perspective of the legal structure so that the client is always at the top. Although this is the exact opposite of how our legal structure was displayed before, this new method of display is the most common in the market.

20/06/2022

The European Market Infrastructure Regulation (EMIR) was created to stabilise over-the-counter (OTC) markets in the EU. https://cstu.io/0d671d

Keeping on top of finance buzzwords is a challenge, especially when new phrases and acronyms are constantly being coined. That’s why we’re here to clear the cobwebs of confusion and demystify the world of finance. In this edition of Blanco’s Jargon Buster series, we’re turning our attention ...

14/06/2022

New columns have been added to the product overview from our Financial Investment Plan (FIP) in the Client File Module. https://cstu.io/ec9708

New columns have been added to the product overview in the Client File Module. These columns display information that was previously available under the "Financial Investment Plan" tab, making all FIP information directly visible in the product overview. It is currently not possible to filter, sort....

09/06/2022

We redesigned and improved the signing process of the Onboarding Module. Learn more about our product update: https://cstu.io/0ddecd

To improve usability, we have added a new screen to the signing process of the Onboarding Module. The new screen makes it easier for users to start a signing request, manage contracts within the signing request and get an overview of the whole signing process. After starting a signing request, a…

03/06/2022

Blanco has migrated more than 80% of its PMS customers to Amazon Web Services (AWS). The main reason for this migration is the improved security and performance of AWS. https://cstu.io/450460

Until recently, the Portfolio Management System (PMS) technology ran on Blanco servers at data centre maincubes, or on customers' own servers, e.g. on-premises.

24/05/2022

In the client file, we have added a new'rejected’ status label at the party level. Rejected parties are hidden from the client view by default, but can be brought into view by adjusting the filter selection.
Read the full article: https://cstu.io/b4d808
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In the Client File we have added a new 'rejected' status label at party level. This allows a professional user to label their clients and reject parties that are not 'offboarded' (because onboarding was incomplete). Rejected parties are hidden from the client view by default but can be brought into....

17/05/2022

We are working on a more versatile feature to meet the specific requirements of the professional environment. This feature will enable the addition of fields to the KYC environment at your own discretion. Read the full article: https://cstu.io/e68190
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As of this month, administrators can add fields to parties in the Client File. In addition to the already available 'risk markers' and 'external references', we are working on a more versatile feature to meet the specific requirements of the professional environment. We call this feature 'custom…