August 18, 2021 Updates

Closing dates, per-share purchase prices and other variables often change during a transaction. Updating each variable one-by-one across dozens or hundreds of issuances is a pain. That's why we've given you the ability to select multiple transactions and update common variables all at the same time! To see it in action:

To learn more about this exciting new capability, check out the

Help Center article here

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Keeping track of a VMB can be tricky when you're sharing it with different team members and clients. To help with this and maintain accountability, we've added an option to apply a watermark to all pages of the VMB when you download it as a PDF. Simply select when downloading and will be applied accross each page of the VMB.

To include or not to include page numbers... that may not be the question, but it is an option now. As shown above (sorry for the spoiler without warning 🤭), when downloading your VMB as a PDF you can now choose to include page numbers. If you do not select to include page numbers, page numbers will be omitted from the PDF download of your VMB.

We've updated the name of Swaziland to Eswatini. Admittedly, we are behind the ball on this as the name was officially changed in 2018. That said, 🙈 SPOILER ALERT 🙊 we're in the midst of automating updates of our jurisdiction lists based on ISO standards so we won't encounter this problem in the future.

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