Display Investment Accounts

This feature introduces the ability for Portal users to view investment account information directly from the Entity Profile Page (V2). This includes account data, documents, bank accounts, and related parties, all tailored based on Portal user role configuration.

Users with the appropriate access will see a new Investment Accounts tab on the Entity Profile Page (V2), enabling quick and easy role-based access to detailed investment account details.

User Guide Reference: Using the Fenergo Portal > Display Investment Accounts