Irwin Web App

24 June 2026

  • 2 features
  • 2 fixes
  • 1 improvement
  • 1 other change

Features

  • Implement custom template request from template selection list
  • Switch organization tearsheet export to the new template selection list

Bug Fixes

  • Fix FitScore discrepancy between Targeting table and Profile pages
  • Fix null ref crash in useElementOverflowCheck

Improvements

  • Gate shareholder registry UI on per-security record for multi-security accounts

General

  • Add sorting by location and organization type in holdings table