| | id | Issue | DateAdded | Status | Webpage |
| Edit New | 1 | Multi-part identifier "HotList.ContactID" could not be bound | 09/22/2016 | Fixed | Contact/ContactHome.asp |
| Edit New | 2 | Cannot add ticker | 09/22/2016 | Fixed | Fund/MakeOneNewHolding.asp |
| Edit New | 3 | Unable to ADD new Contact at Fund | 09/19/2016 | Fixed | |
| Edit New | 4 | Sector Coverage (Fund):: Can we return to the old way of doing this? | 09/19/2016 | Fixed | |
| Edit New | 5 | Call List | 09/19/2016 | Fixed | |
| Edit New | 6 | Home Page: input tickers works but it defaults to saying 'YES' for comps | 09/19/2016 | Fixed | |
| Edit New | 7 | Can we display the fund name just once on CallList rather than every time with each contact returned? | 09/28/2016 | Pending | CallList |
| Edit New | 8 | Fix Holdings update | 01/07/2017 | Fixed | FundHome |