This section summarizes any new features, as well as enhancements to existing ones, that have been added to the R•Desktop user guide with this release. For more information, contact your R•Broker representative.

The objective of this project is to ensure R•Broker remains compliant with the mandatory requirements being implemented under Fundserv Standards v34, which will take effect over the weekend of June 7, 2024 with a go-live date of June 10, 2024. This project will also include a script to modify investments to a T+1 settlement cycle using an input file obtained from Fundserv or the Alternate network.

Changes include: