Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Consolidate share certificates

It would be helpful to faciliate consolidation of share certificates where there are multiple holdings under a single member so we can provide a consolidated replacement certificate instead of multiple covering multiple holdings.

Currently having to manually adjust the certificate number on every individual holding is extremely time consuming with the repetitive warning pop ups and no way to bulk update.

Maybe a function to select multiple holdings to update them all to the new share certificate number.

  • Lexi Dew
  • Jul 25 2024
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