16 posts tagged with "Portal Videos"

Padraig from Fenergo provides an overview of the new multibranding capabilities introduced in the Fenergo Portal.

Roscha from Fenergo demonstrates the Journeys Dashboard providing Portal users with a centralised view of all in progress journeys for their associated investors. It provides quick access to high-level journey details and an overview of data, documents, investment, accounts, and products associated with each specific journey.

Padraig from Fenergo demonstrates a multitude of UX improvements made to the Fenergo Portal in recent months.

Roscha from Fenergo demonstrates how to use and configure Portals Outreach Requests Dashboard. Additionally, this video covers the data completion checks on related parties functionality.

Roscha from Fenergo demonstrates how to configure the enhanced styling and formatting that Email Template V2 introduces. Additionally, this video covers the configuration of rich text editor and how it displays in the Portal.

Roscha from Fenergo provides an overview of the recent Trader Portal Enhancements. She demonstrates the enforcement of Product Capture, Maintenance Requests, and touches on the consolidation of configuration between the standard and trader portal.

Roscha from Fenergo demonstrates new functionality which allows Portal users to complete missing product information, edit product details, and delete products within the Portal.

Roscha from Fenergo demonstrates the launching of maintenance journeys for an entity/investor in the Portal, allowing users to update and edit details in a journey.

Padraig Buckley, a product owner for the Fenergo portal, discusses the option for clients to bypass the Portal Homepage upon logging into the application.

Roscha from Fenergo introduces new functionality that allows users with different roles to complete different outreach stages/tasks in a journey.