Tracking Asset Group Splits
We’ve introduced several improvements to the Asset Group area of Platinum to support defining and managing ownership splits.
You can now create, view, update, and delete Default Group Transaction splits, ensuring that Ad Hoc Transactions, Bank Interest, and Bank Charges are automatically allocated according to predefined ownership proportions.
Proportional Fee Invoicing
The logic for proportional fee invoicing has been enhanced so that any line items billed “Proportionally” now automatically use the Asset Group’s configured transaction split. You can also redistribute funds within Asset Group Bank Accounts to correct balances, with the system providing alerts whenever changes to group membership require updates to the default split.
Public API Enhancements
Public API functionality has been expanded to support viewing and editing Default Group Transaction splits, as well as creating and updating Ad Hoc Transactions, charges, and interest records. These additions enable more seamless integration, automation, and data synchronisation across connected systems.
Proforma Property Invoice Amendments & Batch Invoicing Functionality
We’ve made significant behind-the-scenes enhancements to the Batch Invoicing area in Platinum by moving batch processing to dedicated services. This ensures batch runs do not impact performance across the rest of the platform. We have also increased efficiency by removing unnecessary data, introduced a Batch Status filter and enhanced how exceptions are displayed.
Finally, we’ve added support for generating and issuing Proforma Invoices within the batch process.
PSR changes 2025: SIPP Report Generation
In this release we have included the CSV file generation for PSR reporting into Platinum for the following asset types.
– Arms length Land or Property- Interest in Land or Property from a Connected Party- Unquoted Shares acquired from an Arm’s Length Party- Any Asset Other than Land Or Property Acquired from a Connected Party
The remaining CSV outputs will be delivered in v28.6.
– Outstanding Loans made to someone else- Tangible Movable Property acquired from an arm’s length party
Additional Public API Enhancements
We have made some changes in the relationship management area. We now provide the capability to manage branch contacts’ association with branches, so that they can be added or removed via our APIs, providing increased flexibility.
