Releases
This page list all new features that have been made available within new releases.

v1.54.0 - Lithium

Released on 2022-09-13
  • We added a language hint to the investment signing process which shows each time you switch the language from German to English.
  • For creating campaigns and personal invitations, the price per unit can now be set to have up to 13 decimals after the comma.
  • The wallet balance now considers pending transactions after a transfer is initiated.
  • The payment date can now be edited in the Cashlink Studio.
  • We fixed a bug there the payment details were displayed incorrectly in the Cashlink Studio.

v1.53.0 - Krypton

Released on 2022-08-26
  • Investors can now invite users via a transfer invitation link to the platform. Invited users then create an account, complete KYC verification and setup a wallet to receive digital securities from the inviting investor. This is possible for Ethereum- and Stellar-based tokens that do not have a lock-up period.
  • We have integrated our partner Tangany as licensed custody solution to our API solution. For API users who choose to setup Tangany via our API, they can simply make a POST call /investors/{id}/wallets/eth-managed/ to create wallets. Via the /transfers/ endpoint, transfers between two wallets can be initiated.
  • We now display the InvestorID and InvestmentID in the Cashlink Studio, which can be easily copied too.
  • We now show by default 50 entries per page in the Cashlink Studio, which can be increased to 100 entries per page.
  • We fixed a bug where the company data of a legal person could not be edited before the KYC process is completed.
  • We fixed a bug where the salutation was missing in some of the investor emails.
  • We fixed a bug where the tax exemption order amounts of migrated investments were not shown in the Cashlink Studio.
  • We adapted the translation for 'KYC Pending' to correctly show 'Ident not yet started'.

v1.52.0 - Iron

Released on 2022-08-03
  • The investment statistics can now be downloaded from the Cashlink Studio.
  • Issuers can now create redemptions via the Cashlink Studio. The remaining investment amount is updated accordingly in the investor dashboard and in the Cashlink Studio
  • We fixed a bug where the price per unit in the payment details did not show the price at the signing date.
  • We fixed a bug where the price per unit was not consistent between the Cashlink Studio and the investor dashboard.

v1.51.0 - Helium

Released on 2022-07-13
  • Platform admins can now add a voucher after an investment was signed and before it is accepted by the issuer in case investors forgot to enter it during the investment process.
  • The Cashlink Studio now displays transfer transactions in the detailed investment view and links the sender or receiver investment.
  • We build a feature in the Django Admin that checks whether a PDF can be watermarked to avoid the upload of corrupted documents.
  • For the Investment Platform API the bank account via POST /v2/investors/ is now optional.
  • We made further bugfixes.

v1.50.0 - Gold

Released on 2022-06-24
  • Platform admins can now edit tax information of investors incl. changing the tax exemption order amounts in the detailed investors view of the Cashlink Studio.
  • We added the identification and compliance information for each investment and investor to the Cashlink Studio. The detailed investment and investor view will show the status of the identification process and compliance review, incl. the detailed feedback of the liability umbrella.
  • Platform admins can also initiate new identification processes for investors.
  • We limited the max. file size upload for a PDF document to 5MB.
  • We made further bugfixes.

v1.49.0 - Fluorine

Released on 2022-06-07
  • The detailed investment view in the Cashlink Studio now shows the tax information and payment details, incl. voucher applied, agio and accrued interest.
  • The platform admin can now cancel investments from the Cashlink Studio, displaying the cancellation period as well.
  • We added a search filter to the products page in the Cashlink Studio.
  • Issuer emails e.g. for approving investments or crediting digital securities can now be enabled/disabled per investment token.
  • Investors are now notified via email, if a token transfer was initiated to their wallet by another investor.
  • We added more information to investments that are involved in transfers, e.g. whether they are fully or partially transferred.
  • We replaced a few images in the Cashlink Studio and investor dashboard.
  • We built a feature to burn and reissue tokens to investor wallets.
  • We fixed a bug where the investment amount was shown instead of the payable amount in the investor payment email.
  • We fixed a bug where an investor could not fill out additional information after a token transfer.
  • We fixed a bug where the funnel step was not shown correctly for cancelled investments in the investment statistics report.
  • We fixed a bug where investments could not be created via the external API after changing the account setup document.

v1.48.0 - Einsteinium

Released on 2022-05-09
  • Platform admins can now edit the residence address of investors, company data of legal persons, bank account data and securities deposit account data in the Cashlink Studio.
  • Platform admins can now log in to the Cashlink Studio and can view all investment tokens assigned to them. Depending on the permissions, a single user can manage actions such as approving investments, checking incoming payments and crediting digital assets for multiple tokens.
  • We added a new column to the Investment Statistics Reporting. The investment type shows if an investment came from a primary market issuance or created from a token transfer.
  • If an investment is involved in a token transfer, the funnel step changes to 91 TRANSFER. The remaining investment amount after the token transfer is represented in the notional_amount column.
  • We made further bugfixes.

v1.47.0 - Dysprosium

Released on 2022-04-25
  • We added a new detailed product view to the issuer dashboard. We also added a feature that calculates the used allocation (in percent) of a campaign or personal invitation.
  • API users of the Investment Platform API and Registry-as-a-Service API can now start an identification process for investors with their chosen KYC provider. New clients no longer need to integrate the KYC provider themselves.
  • We fixed a bug where investors with a Tangany wallet could not fully complete their app setup on iOS.
  • We made further bugfixes and improved our tech stack.

v1.46.0 - Carbon

Released on 2022-03-31
  • Introducing a new user permissions system: user permissions for issuers and platform admins are now set inside the investment token rather than on user level.
  • We added a new endpoint to the Cashlink API: API users can now create invitations for investors before submitting the actual investments.
  • A paper contract hash of an already deployed smart contract can now be updated.

v1.45.1 - Bismuth (v2)

Released on 2022-03-22
  • We added default sortings in issuer tables.
  • We fixed a bug in the transactions view of investor dashboards, where issuances were not displayed inside the transactions table.
  • We fixed a bug where the survey_submitted_date was not parsed into the investment statistics report.
  • We fixed a bug where investment amounts with decimals were validated wrongly.
  • We fixed a bug where the investment amount was delivered to FinanceAds in a format that could not be processed.

v1.45.0 - Bismuth (v1)

Released on 2022-03-04
  • Marketing opt-ins are now globally configurable. Platforms can decide whether or not they wish to offer certain communication channels in the investment signing process of their All-in-one Solution.
  • Existing clients of the Tokenization API can now create smart contracts using the EOS blockchain in the sandbox environment.
  • We added a new custom checkbox for the crypto securities registry management of Cashlink.
  • We made a major technical refactoring of the investor and issuer dashboards and fixed some bugs on the mobile view of the investment signing process.

v1.44.0 - Argon

Released on 2022-02-15
  • We added exemption_order_date and payment_code as new data fields to the Investment Statistics Reporting.
  • We also improved searches and filters throughout the Django Admin, making it easier for platform admins to navigate and find investor- and investment related data.
  • Further bug fixes were made and we improved the stability of the system.

v1.43.2 - Rabbithole (v2)

Released on 2022-02-04
  • We added a new product type to our system. With this release you can now offer convertible bonds (=Wandelschuldverschreibung) to investors.
  • We now store the date and time of when an exemption order amount is created or last changed.
  • We added the possibility to enable or disable the mail notification that is sent to issuers, notifying them when digital assets can be credited to investor's wallets.

v1.43.0 - Rabbithole (v1)

Released on 2022-01-25
  • We added and linked your website's imprint to every investor and issuer page to comply with §5 of TMG.
  • We also made some improvements on the search filters of issuer dashboards.
  • We fixed a bug where the communication settings of an investor were not exported to the investment statistics report.
  • Further bug fixes were made and we improved the stability of the system.

v1.42.0 - Quynh

Released on 2021-12-21
  • We added search bars to lists and tables in the issuer dashboards, so distinct values can be quickly searched for.
  • We also added filters to lists and tables in the issuer dashboards.
  • The API now supports the creation of legal persons as investors.
  • The API now supports the creation of redemptions for investments.
  • The API now supports the credit of digital assets to investor wallets.
  • Further bug fixes were made and we improved the stability of the system.

v1.41.0 - Pandora

Released on 2021-12-10
  • We integrated our partner Tangany as licensed custody solution for platforms using our white-label solution. Investors can choose Tangany as wallet option during the investment signing process, however only for product tokens with lock-up periods for now (this will be changed soon).
  • We included two new funnel steps in the investment statistics reporting and changed the naming of 9 SUCCESS to 9 PAYMENT_RECEIVED.
  • For platforms that have integrated FinanceAds, the investment amount is now set and sent to FinanceAds as faValue.
  • The KYC provider can be set globally so that platform admins do not need to change it for every product token individually.
  • The platform admin can now name campaigns. This helps to distinguish between multiple created campaigns.
  • The platform admin can now search by the InvestorID in all investor- and investment-related admin pages. We also included search fields in those pages.

v1.40.0 - Olympus

Released on 2021-11-15
  • Platform admins can now create non-tokenized investment tokens end-to-end, incl. setting the KYC provider and enabling rule types for campaigns.
  • Platform admins can add and edit tax exemption order amounts for existing investments.
  • Platform admins can view information on two-factor authentication devices of investors.
  • We added more data fields to the investment statistics report, such as the wallet type of an investor, the mobile device type, if the device is authenticated, the date when tokens were delivered and the transaction hash number on the blockchain. The full list can be found here.
  • We fixed a bug were cancelled investments were still aggregated in the investment sum in the detailed product view.
  • We fixed a bug where the acceptance date in payment reminder emails was displayed wrongly.

v1.39.0 - Narnia

Released on 2021-10-25
  • Platform admins can now activate and deactivate the possibility of offering in-person identification in the investment signing process.
  • We fixed a bug for API users where we delivered the webhook status KYC_INVALID even though it should be KYC_PENDING if the compliance check is still outstanding.
  • Further bug fixes.

v1.38.0 - Mordor

Released on 2021-10-05
  • We improved the technical infrastructure to handle transactions on-chain in preparation to enter secondary markets. This gives issuers more transparency of token issuances and token transfers between investors.
  • Investors can state their knowledge separate to their experience levels for different financial products, which determines the investors suitability for investing into a product.
  • API users can view a documents name in the signed documents endpoint.
  • Further bug fixes.

v1.37.0 - Lilliput

Released on 2021-09-13
  • Investors can transfer Stellar assets to other whitelisted self-custody wallets.
  • Investors can now state their employment type during the signing process.
  • Push notifications for the SafeKeeping App on iOS devices are working again.
  • Further bug fixes and UI improvements were made and we improved the stability of the system.

v1.36.0 - Kingslanding

Released on 2021-08-20
  • Issuers can upload consumer information by Effecta for each investment token.
  • We updated the education levels that investors can state during the signing process.
  • API users can now import the investors knowledge separate from their experience level for each asset class, which determines the investors suitability for investing into a product.
  • Push notifications for the SafeKeeping App on Android devices are working again.

v1.35.0 - Jumanji

Released on 2021-08-04
  • The cost and allowances of an investment can now be viewed during the signing process, prior to submitting the investment offer.
  • Debt security (=Schuldverschreibung) can now be selected as product type.
  • We fixed two bugs where eID identifications and a person's salutation could not be properly processed due to missing fields from the KYC provider Postident.
  • Further bug fixes were made and we improved the stability of the system.

v1.34.0 - Isengard

Released on 2021-07-09
  • This version encompasses several bug fixes and improved the stability of the system.

v1.33.0 - Hogsmeade

Released on 2021-06-21
  • This version encompasses several bug fixes and improved the stability of the system.

v1.32.0 - Gondor

Released on 2021-05-31
  • The API now provides more information about cancellations of investments including the date and the reason why the investment has been canceled
  • We added a feature to the API that automatically creates an account setup document when an investor has completed the KYC/AML process
  • Cashlink now supports the Matic network Ethereum sidechain as an underlying DLT-layer
  • We fixed a bug where profits were not displayed correctly in the investor’s dashboard.

v1.31.0 - Ferenginar

Released on 2021-05-08
  • The Cashlink API now allows importing answers for MiFID testing of investors which is required for using the API in combination with a liability umbrella
  • A tracking feature for investments has been implemented that allows adding a query parameter to the campaign URL that can be used to identify investment processes
  • The tracking URL parameter can also be used in combination with a FinanceAds integration that allows managing affiliates
  • A reconciliation report can be downloaded in a CSV format that allows exporting of all investment and investor data
  • The Cashlink Studio now supports products that have been deployed on-ledger in “managed mode”. Issuance can be done without the need for connecting a Ledger device
  • Issuers now have access to a “Documents”-Section in the Cashlink Studio that gives them access to documents uploaded by the platform admin

v1.30.0 - Essos

Released on 2021-04-16
  • Issuers and platform admins now have more specific possibilities to cancel investments for different reasons.
  • The API now supports the cancellation of investments.
  • We fixed a bug where some data could not be synchronized with XpectoPro because of a key mismatch.

v1.29.1 - Discworld update 01

Released on 2021-04-08
New features:
  • Investors are now able to create an integrated Stellar self-custody wallet during the investment process.
  • The SafeKeeping App now features the creation of Stellar private keys and the signing of Stellar transactions.
  • Platform admins can add tokenization info for deployed Stellar assets.

v1.29.0 - Discworld

Released on 2021-03-31
New features:
  • A new system of forms helps users to quickly enter correct data in all parts of the product.
  • A new API lets you directly create investors and investments programmatically. This enables platforms to connect co-placement platforms or use their own distribution tool.
  • The dashboard tools for investors and issuers can now be used on mobile devices.
  • Fixes were released for minor bugs that have been discovered in the last weeks.

v1.28.0 - Coruscant

Released on 2021-03-08
New features:
  • Tokenized limited partnership has been introduced as a new product type.
  • Friends-referral thank-you vouchers are sent only after the revocation period is over.
  • Status messages for the issuer and the investors are now more consistent and understandable.
  • The portal for issuers now contains so-called "empty views" if no data is available yet.
  • An issue premium can be defined for products.
  • A denomination can be specified for products, which is independent of the issue price.
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On this page
v1.54.0 - Lithium
v1.53.0 - Krypton
v1.52.0 - Iron
v1.51.0 - Helium
v1.50.0 - Gold
v1.49.0 - Fluorine
v1.48.0 - Einsteinium
v1.47.0 - Dysprosium
v1.46.0 - Carbon
v1.45.1 - Bismuth (v2)
v1.45.0 - Bismuth (v1)
v1.44.0 - Argon
v1.43.2 - Rabbithole (v2)
v1.43.0 - Rabbithole (v1)
v1.42.0 - Quynh
v1.41.0 - Pandora
v1.40.0 - Olympus
v1.39.0 - Narnia
v1.38.0 - Mordor
v1.37.0 - Lilliput
v1.36.0 - Kingslanding
v1.35.0 - Jumanji
v1.34.0 - Isengard
v1.33.0 - Hogsmeade
v1.32.0 - Gondor
v1.31.0 - Ferenginar
v1.30.0 - Essos
v1.29.1 - Discworld update 01
v1.29.0 - Discworld
v1.28.0 - Coruscant