Q1 2025 (Progress percentages as of April 29, 2025)
WebFiling Integration in various jurisdictions IN PROGRESS
Implementations
BC – API (REVISED DATE FROM THE BC REGISTRY – June 2, 2025) IN PROGRESS – 25% Complete
Document Assembly Enhancements IN PROGRESS – 95% Complete
Scripting code support for new BC ISC fields DONE
Option to allow Base Template styling to take precedence if styling conflicts are present DONE
French Translation for Full application IN PROGRESS – Revised 70% Complete Workflow efficiencies IN PROGRESS
Enhancements for editing of data IN PROGRESS
Ability to batch cancel/issue share certificates not tied to transactions. IN PROGRESS – 70% Complete
By-pass built-in data validation when deleting share transactions, share certificates, and shareholdings.DONE
By-pass built-in data validation when editing share transactions, share certificates, and shareholdings.DONE
Re-work of the Entity form to allow for editing of core data in a single place. DONE
Enhancements for viewing data IN PROGRESS
Re-work of the Entity form to allow for viewing of core data in a single place. DONE
Pinning of VMB tabs during navigation DONE
Comma separation for large numbers DONE
Enhancements for navigation IN PROGRESS
Enhancements for Assembled Documents IN PROGRESS
Iterative option for ISC Members DONE
Template Ordering in Packages DONE
Advanced Searches (Phase 2) IN PROGRESS
Multi-select support IN PROGRESS – 90% Complete
Auto complete support IN PROGRESS – 90% Complete
Multiple Search Group support IN PROGRESS – 99% Complete
Basic “application update” notification DONE Import ALF Corporate Export file directly into ALF Cloud IN PROGRESS – 99% Complete Import ALF Cloud Export file directly into ALF Corporate IN PROGRESS – 25% Complete BC ISC Changes
Individual Tax Number field DONE
Incapability Statement field DONE
Service Address DONE
Scripting code support for new BC ISC changes DONE
Iterative option for ISC Members DONE
Option to include / exclude ISC members on Export IN PROGRESS
Shareholding Chart (Date sensitive) DONE
Breakdown of shareholdings DONE
By Class DONE
By All Voting Share Classes DONE
As of a specific date DONE
Confirmed only / Include Pending DONE
Number held and percentage DONE
Virtual Minute Book Enhancements
Multi-select drag and drop between sections DONE
Preference to set VMB Export defaults DONE
Warrants and Options
Ability to record Warrants and Options DONE
Ability to exercise Warrants and Options DONE
Generate a Warrants / Options Register DONE
Public Companies IN PROGRESS
Ability to record data for Public companies.
Q4 2024 (Progress percentages as of February 2, 2025)
WebFiling Integration in various jurisdictions IN PROGRESS
Implementations
BC – API (REVISED DATE FROM THE BC REGISTRY – March 2025 * Waiting for access to a fully functional sandbox environment) PAUSED
Document Assembly Enhancements IN PROGRESS – 95% Complete
Flexibility of “winning styles” between Body and Base templates. DONE
New option for Securities Registers to indicate when Uncertificated shares are issued. DONE
Handling of historical names in all Registers (Director, Share, ISC, etc.). DONE
French Translation for Full application IN PROGRESS – Revised 70% Complete
Support for Corporate Execution blocks available (e.g.’Signataire autorisé’’) DONE
Workflow efficiencies IN PROGRESS
Enhancements for editing of data IN PROGRESS
By-pass built-in data validation when making changes to the constitution data. DONE
Option to not issue share certificates due to an alteration (multi-step transaction). DONE
Ability to batch cancel/issue share certificates not tied to transactions. IN PROGRESS – 70% Complete
By-pass built-in data validation when deleting share transactions, share certificates, and shareholdings. IN PROGRESS – 99% Complete
By-pass built-in data validation when editing share transactions, share certificates, and shareholdings. IN PROGRESS – 65% Complete
Enhancements for viewing data IN PROGRESS
Ability to view issued and cancelled share certificates in shareholding details. DONE
Label added to clarify Delivery address is the default address used if not specified. DONE
Enhancements for navigation IN PROGRESS
Ability to export data in index tables to Word or Excel DONE
Enhancements for Assembled Documents IN PROGRESS
Word documents can be converted to .txt files on the fly during the CORES WebFiling process DONE
Advanced Searches (Phase 2) IN PROGRESS Basic “application update” notification IN PROGRESS – 99% Complete Import ALF Corporate Export file directly into ALF Cloud IN PROGRESS – 99% Complete Import ALF Cloud Export file directly into ALF Corporate IN PROGRESS – 25% Complete Virtual Minute Book Enhancements
Use predefined names when uploading documents to the VMB. DONE
Altered “Order by” preference to account for VMB sections if desired. DONE
Optimization of VMB Export if file contains corrupted PDFs. DONE
Warrants and Options
Ability to record Warrants and Options IN PROGRESS – 99% Complete
Ability to exercise Warrants and Options IN PROGRESS – 99% Complete
Generate a Warrants / Options Register IN PROGRESS – 99% Complete
Q3 2024 (Progress percentages as of November 18, 2024)
WebFiling Integration in various jurisdictions IN PROGRESS
Implementations
BC – API (REVISED DATE FROM THE BC REGISTRY – March 2025) PAUSED
Document Assembly Enhancements IN PROGRESS – 95% Comple
Implemented Document Assembly codes for Federal ISC documents. DONE
French Translation for Full application IN PROGRESS – Revised 70% Complete
When corporate entities have an active English legal name and an active French legal name, these are now indicated in the entity index. DONE
Workflow efficiencies IN PROGRESS
Enhancements for editing of data IN PROGRESS
Added an indicator to entity drop-downs that denotes whether the entity is associated with a corporate entity. DONE
Added a column to the tasks table which displays the initials of the user who initiated a task. DONE
Added ability to edit dates on share re-distributions (issue and cancel dates). Can sync date with associated share transactions to resolve mismatching of dates. DONE
Adjusted behaviour when creating Annual Maintenance and Federal Annual Maintenance tasks so that the “include annual report materials” and “include annual resolution materials” are checked by default if the months specified in “Annual report materials filed at” and the “Resolutions” date pickers match. DONE
Change related Dates within a Task to now include share re-distributions and amendments DONE
Enhancements for navigation IN PROGRESS
Increased number of Last Accessed Corporate Entities (dashboard) DONE
Added a button to allow drilling down from report results into related corporate entities. DONE
Enhancements for Assembled Documents IN PROGRESS
Option to add Corporate Entity name to the end of the downloaded file name DONE
Return to legacy individual register format Phase 2 required to account for migrated data DONE
Advanced Searches (Phase 2) IN PROGRESS Import ALF Corporate Export file directly into ALF Cloud IN PROGRESS – 99% Complete Import ALF Cloud Export file directly into ALF Corporate IN PROGRESS – 25% Complete Virtual Minute Book Enhancements
Batch move documents in a VMB via drag and drop DONE
Ability to add Watermarks to Exported VMB (e.g. Copy) DONE
Legacy VMB Exporter Batch move documents in a VMB IN PROGRESS – 99% Complete
Warrants and Options
Q2 2024 (Progress percentages as of August 7, 2024)
WebFiling Integration in various jurisdictions IN PROGRESS
Implementations
BC – API (REVISED DATE FROM THE BC REGISTRY – January 2025) PAUSED
Finalization of Federal ISC Component to match filing requirements of Corporation Canada’s Online Filing Center DONE Active Directory (SSO) Implementation (profile changes) DONE Document Assembly Enhancements IN PROGRESS – 95% Complete French Translation for Full application IN PROGRESS – Revised 70% Complete Workflow efficiencies IN PROGRESS
Enhancements for editing of data IN PROGRESS
Return to legacy individual register format Phase 2 required to account for migrated data IN PROGRESS – 99% Complete
New permissions
Limited Document Assembly for Internal Read Only users DONE
Restrict Template editing for junior administrator DONE
Advanced Searches (Phase 2) IN PROGRESS Import ALF Corporate Export file directly into ALF Cloud IN PROGRESS – 99% Complete Import ALF Cloud Export file directly into ALF Corporate IN PROGRESS – 25% Complete Virtual Minute Book Enhancements
Batch move documents in a VMB IN PROGRESS
Add Watermarks to Exported VMB IN PROGRESS
Warrants and Options
Q1 2024 (Progress percentages as of April 12, 2024)
WebFiling Integration in various jurisdictions IN PROGRESS
Implementations
BC – API (REVISED DATE FROM THE BC REGISTRY – None provided – We anticipate this is going to be in 2024) PAUSED
BC – Legacy WebFiling DONE
Data Retrival (Form 99) DONE
Document Assembly Enhancements IN PROGRESS – 95% Complete
Iterative Assembly for PDF documents DONE
French Translation for Full application IN PROGRESS – Revised 70% Complete
Additional Support for French Translation of the application DONE
Implementation – Creation of External Links for File Sharing (Phase 2) DONE
Shared Document Links Dashboard Widget DONE
Shared Documents Links Consolidated Index in a Corporate Entity DONE
Defunct indicator in Entity Summaries DONE Defunct indicator in Corporate Entity Summaries DONE Relaxation of internal Data Entry restrictions for Share Transactions (Phase 2) DONE Workflow efficiencies IN PROGRESS
Streamline file download process DONE
Streamline editing of data DONE
Return to legacy individual register format – consolidate issuance and cancellation details on a single row for share certificate redistribution (splits, consolidations) DONE
Phase 2 required to account for migrated data IN PROGRESS – 75% Complete
Return to legacy workflow for Repurchase/Redemption transactions DONE
Users can switch between office locations DONE
Re-ordering added to the following tables
Principals
Share Certificates
Addresses
Telcoms
VMB sections
Active Directory (SSO) Implementation (login) DONE Active Directory (SSO) Implementation (profile changes) IN PROGRESS Advanced Searches (Phase 2) IN PROGRESS Import ALF Corporate Export file directly into ALF Cloud IN PROGRESS Global Tasks TO DO
Q4 2023 (Progress percentages as of January 18, 2024)
WebFiling Integration in various jurisdictions IN PROGRESS
Implementations
BC – API (REVISED DATE FROM THE BC REGISTRY – None provided – We anticipate this is going to be in 2024) PAUSED
BC – Legacy WebFiling IN PROGRESS
Data Retrival (Form 99) PAUSED
Document Assembly Enhancements IN PROGRESS – 95% Complete French Translation for Full application IN PROGRESS – Revised 70% Complete
Additional Support for French Translation of the application DONE
Implementation – Creation of External Links for File Sharing (Phase 2) IN PROGRESS – 50% Complete
Shared Document Links Dashboard Widget DONE
Shared Documents Links Consolidated Index in a Corporate Entity IN PROGRESS
Defunct indicator in Entity Summaries DONE Snooze tickler alerts DONE Drag and Drop files within VMB DONE Bulk Assembly of Individual Share Registers in a share class DONE Relaxation of internal Data Entry restrictions for Share Transactions (Phase 1) DONE Additional Support for French Translation of the application DONE Workflow efficiencies IN PROGRESS
Streamline file download process IN PROGRESS – 99% Complete
Streamline editing of data IN PROGRESS – 50% Complete
Return to legacy individual register format – consolidate issuance and cancellation details on a single row for share certificate redistribution (splits, consolidations) IN PROGRESS – 15% Complete
Return to legacy workflow for Repurchase/Redemption transactions TO DO
Relaxation of internal Data Entry restrictions for Share Transactions (Phase 2) TO DO
Active Directory (SSO) Implementation TO DO Global Tasks TO DO
Q3 2023 (Progress percentages as of October 12, 2023)
WebFiling Integration in various jurisdictions IN PROGRESS
Implementations
BC – API (REVISED DATE FROM THE BC REGISTRY – FALL 2023 – We anticipate this is going to be in 2024) PAUSED
BC – Legacy WebFiling IN PROGRESS
Notice of Change of Address (Form 2) DONE
Notice of Change of Name (Form 11) DONE
Data Retrival (Form 99) IN PROGRESS
Document Assembly Enhancements IN PROGRESS – 95% Complete French Translation for Full application IN PROGRESS – 95% Complete Custom Fields (Document Assembly) DONE Implementation – Creation of External Links for File Sharing (VMB Documents) DONE Shareholding Combine for duplicate Class shareholdings DONE Further Share Register support DONE Implementation – Creation of External Links for File Sharing (Phase 2) TO DO Active Directory (SSO) Investigation DONE Active Directory (SSO) Implementation TO DO Global Tasks TO DO
Q3 2023 (Progress percentages as of July 17, 2023)
WebFiling Integration in various jurisdictions IN PROGRESS
Implementations
AB DONE
BC – API (REVISED DATE FROM THE BC REGISTRY – FALL 2023 – We anticipate this is going to be in 2024) **PAUSED**
BC – Legacy WebFiling IN PROGRESS
Incorporation (Form 1) DONE
Annual Maintenance (Form 6) DONE
EP Annual Maintenance (Form 35) DONE
Notice of Change of Directors (Form 10) DONE
Notice of Change of Address (Form 2) IN PROGRESS
Notice of Change of Name (Form 11) IN PROGRESS
Data Retrival (Form 99)
Document Assembly Enhancements IN PROGRESS – 95% Complete French Translation for Full application IN PROGRESS – 60% Complete Custom Fields (GUI) DONE Custom Fields (Document Assembly) IN PROGRESS – 40% Virtual Minute Book Import (Batch upload) DONE DocuSign Integration v2 (PDF Documents) IN PROGRESS – 25% Complete [priority lowered]
Q2 2023 (Progress percentages as of April 13, 2023)
WebFiling Integration in various jurisdictions IN PROGRESS
Implementations
AB IN PROGRESS
Incorporation DONE
Annual Maintenance DONE
Change of Directors DONE
Change of Address DONE
Data Retrival IN PROGRESS
BC – API (REVISED DATE FROM THE BC REGISTRY – FALL 2023 – We anticipate this is going to be in 2024) **PAUSED**
BC – Legacy WebFiling IN PROGRESS – 5% Complete
Document Assembly Enhancements IN PROGRESS – 95% Complete Performance Optimization (Phase 3) DONE French Translation of Virtual Minute Book Interface DONE French Translation of Corporate Summary IN PROGRESS – 99% Complete Implementation – Creation of External Links for File Sharing (Phase 1) DONE Time Picker for Transactions DONE Custom Fields IN PROGRESS – 5% Complete Virtual Minute Book Import (Single upload) DONE Virtual Minute Book Import (Batch upload) IN PROGRESS – 30% Complete DocuSign Integration v2 (PDF Documents) IN PROGRESS – 25% Complete [priority lowered]
Q1 2023 (Progress percentages as of January 13, 2023)
WebFiling Integration in various jurisdictions IN PROGRESS
Implementations
AB, IN PROGRESS
Incorporation IN PROGRESS – 99% Complete
Annual Maintenance IN PROGRESS – 99% Complete
Change of Directors IN PROGRESS
BC (Target Date of Spring 2023. Dependent on BC Registry) IN PROGRESS
Document Assembly Enhancements IN PROGRESS – 95% Complete WebFiler – Custom Prompts DONE Batch Share Exchanges DONE External Users Uploading documents DONE Notifications upon uploading of documents to the VMB by External Users DONE Performance Optimization (Phase 2) DONE French Translation of Virtual Minute Book Interface IN PROGRESS – 95% Complete French Translation of Corporate Summary IN PROGRESS – 95% Complete Implementation – Creation of External Links for File Sharing IN PROGRESS – 45% Complete Performance Optimization (Phase 3) IN PROGRESS Time Picker IN PROGRESS DocuSign Integration v2 (PDF Documents) IN PROGRESS – 25% Complete [priority lowered]
Q4 2022 (Progress percentages as of November 2, 2022)
WebFiling Integration in various jurisdictions IN PROGRESS
Implementations
AB, IN PROGRESS
BC (Target Date of Spring 2023. Dependent on BC Registry) IN PROGRESS
Document Assembly Enhancements IN PROGRESS – 95% Complete Document Assembly v2 (Custom Question Prompts) DONE DocuSign Integration v2 (PDF Documents) IN PROGRESS – 25 % Complete French Translation of Virtual Minute Book Interface IN PROGRESS – 90% Complete French Translation of Corporate Summary IN PROGRESS – 90% Complete Performance Optimization (Phase 1) DONE Test Multi-office Architecture DONE Investigation on External Email integration (e.g. User’s Local version of Outlook/Office 365) DONE Conversion Mode DONE ISC Register DONE Batch Share Exchanges IN PROGRESS – 90% Complete External Users Uploading documents IN PROGRESS Implementation – External Email integration (e.g. User’s Local version of Outlook/Office 365) IN PROGRESS
Q3 2022 (Progress percentages as of August 2, 2022)
Virtual Minute Book Export (cont..) DONE Corporation Key – Federal Corporate Entities (cont..) DONE 2FA – Email support DONE WebFiling Integration in various jurisdictions IN PROGRESS
(Investigations) – Federal, AB, BC (check in on status or Modernization), ON, MB, SK, QC, NS, NB, PEI, NL, YK, NT DONE
Implementations – AB, BC IN PROGRESS
Document Assembly Enhancements IN PROGRESS – 75% Complete Document Assembly v2 (Custom Question Prompts) IN PROGRESS – 50% Complete DocuSign Integration v2 (PDF Documents) IN PROGRESS – 25% Complete French Translation of Virtual Minute Book Interface IN PROGRESS – 85% Complete French Translation of Corporate Summary IN PROGRESS – 85% Complete Performance Optimization IN PROGRESS – Ongoing Test Multi-office Architecture Investigation on External Email integration (e.g. User’s Local version of Outlook/Office 365)
Q2 2022 (Progress percentages as of April 28, 2022)
Virtual Minute Book Export (cont.) IN PROGRESS Corporation Key – Federal Corporate Entities (cont.) IN PROGRESS 2FA – Email support WebFiling Integration in various jurisdictions IN PROGRESS
Federal, AB, BC (check in on status or Modernization), ON, MB, SK, QC, NS, NB, PEI, NL, YK, NT
Document Assembly v2 (Custom Question Prompts)DocuSign Integration v2 (PDF Documents) IN PROGRESS Test Multi-office Architecture External Email integration (e.g. User’s Local version of Outlook/Office 365)
Q1 2022 (Progress percentages as of April 28, 2022)
Batch Share Transactions IN PROGRESS – 85% Complete Document Assembly Enhancements IN PROGRESS – 50% Complete Virtual Minute Book Export IN PROGRESS – 90% Complete Auditing of data fields IN PROGRESS – 80% Complete
Performance Optimization IN PROGRESS – Ongoing DocuSign Integration (Word Documents) DONE French Translation of Virtual Minute Book Interface IN PROGRESS – 75% Complete French Translation of Corporate Summary IN PROGRESS – 80% Complete Corporation Key – Federal Corporate Entities IN PROGRESS – 90% Complete
