--- title: "SWMS release note highlights: Excel report with realised profit & loss, and new module names" description: Not only have we released four major improvements, but we are also excited to unveil our newly revamped homepage with a slightly new corporate identity. As a result of this, we have made the decision to unify the names of our modules for a more cohesive experience. image: https://www.sharpfin.com/hubfs/2-Feb-12-2024-05-45-10-1348-PM.png --- Reporting Module # SWMS release note highlights: Excel report with realised profit & loss, and new module names Not only have we released four major improvements, but we are also excited to unveil our newly revamped homepage with a slightly new corporate identity. As a result of this, we have made the decision to unify the names of our modules for a more cohesive experience. [ Markus Alin ](https://www.sharpfin.com/release-notes/author/markus-alin) Feb 12, 2024 --- We are excited to introduce a range of enhancements and new features designed to significantly improve your reporting and client relations experience of SWMS. Number of major improvements: 4 Not only have we released four major improvements, but we are also excited to unveil our newly revamped homepage with a slightly new corporate identity. As a result of this, we have made the decision to unify the names of our modules for a more cohesive experience. The names of our modules are now called: - Sharpfin Core – The heart of Sharpfin including the functionality blocks Wealth Management, Dashboard and Reference Data - Back Office – Previously known as Wealth Admin. Our module for fees and invoicing - Order Management - Risk Management - Reporting - Client Relations – Previously known as Advisory. We renamed this module as it has much more to it than just advisory forms. In fact it is a module to automate your KYC/AML-survaillence   and get an immediate overview of clients KYCs.  **Releases:** **1. Data from personal register when creating new clients** You can now set up new clients from official address information by just entering the personal number of your clients (applies to Swedish clients only). Affected modules: Client Relations/Reference Data   ** 2. Possibility to identify clients with BankID rather than ID-copy** You can now configure the system to have clients identified by BankID-signatures on a form rather than with a ID-copy. Affected modules: Client Relations **3. Yellow KYC-status** Two months before the KYC expires the client turns from green to yellow in order to alert you in advance before the clients KYC becomes invalid. Affected modules: Client Relations  **4. Excel report with realised profit & loss** Just like in the portfolio report you can now generate realised profit and loss in Excel format for a client or portfolio of your preference. Affected modules: Reporting  ** **   [![  Experience SWMS live](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/143489332/interactive-89501324515.png) ](https://www.sharpfin.com/hs/cta/wi/redirect?encryptedPayload=AVxigLJ4tQxYbFBQxopSL2LJY5sqqp%2FHm2jgbsGLfzs%2B8hVBgVF8lsWJODCkUVvIsAsev3gqlY4wVcjv%2BQXM8C%2Bx0txjUGXpV%2FLEd1Yb8q2fYTwBp7goq0ahxOjkGq3XAK9Ee1pzMlfqmnLaPM1sGsuRDUNPsZd489oSoWAQ7L16k8%2F2piN40blKcOiWwltAgjN%2FNvet&webInteractiveContentId=89501324515&portalId=143489332) [Reporting Module](https://www.sharpfin.com/release-notes/tag/reporting-module) [Client Relations](https://www.sharpfin.com/release-notes/tag/client-relations) [Sharpfin Core](https://www.sharpfin.com/release-notes/tag/sharpfin-core) ## Similar posts Wealth Management ### [SWMS release note highlights: New Dashboard view of Sharpfin Wealth Management Suite and an intelligent Bookkeeping Module](https://www.sharpfin.com/release-notes/swms-release-note-highlights-new-dashboard-view-and-bookkeeping-module) SWMS now also features a bookkeeping module, where you can enter general ledgers at your discretion and have the system learn how to bookkeep the... Markus Alin Mar 13, 2024 Reporting ### [Sharpfin Wealth Management Suite release note highlight: ex-post cost reporting](https://www.sharpfin.com/release-notes/swms-release-note-highlight-ex-post-cost-reporting) Sharpfin Wealth Management Suite now features enhanced functionality to cover more costs and products, enabling clients to get a holistic view of... Markus Alin Apr 26, 2024 Client Relations ### [Enhancing Fund Information, Custom Contact Details, and Improved Advisor Processes](https://www.sharpfin.com/release-notes/enhancing-fund-information-custom-contact-details-and-improved-advisor-processes) Discover Sharpfin's latest updates, including enhanced client portal features, improved client relations, and streamlined wealth management... Markus Alin Oct 21, 2024 ### Get information and insights on the latest within wealth management. 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