List of new features

Improved clients section (Advisors only)

You can directly adjust the company name and corporate registration number of your clients. The search functionality has also been improved.

Edit clients

Access the client section in InsiderLog to view all existing clients. Press edit next to a client to edit the name and corporate registration number. Press proceed to save your changes. 

 

Search functionality

Use the search bar to search for the client you want to access. You can search for the client by name or by corp reg. number.

Add new client

If you want to add a new client, press add client and enter their company name and corporate registration number.