Asset Manager Initiative
The Asset Manager Portal initiative has been introduced to enhance how asset managers access and interpret investor information within the Fenergo Portal. This initiative empowers the Asset Manager to improve onboarding speed, streamline operational processes, see bottlenecks in the investor journey at a glance, and support faster, more informed decision-making.
Key Features:
This initiative provides asset managers with:
Advanced Search Dashboard
This dashboard enables a real-time, dynamic table-based search experience for investor-related data across all managed funds. It is designed to help the Asset Manager to discover entities beyond their directly linked set or who require advanced filtering and investigative capabilities. Role-based access restrictions ensures data privacy, giving asset managers visibility to entities that they are explicitly permitted to access and interact with.
Journey Dashboard
This dashboard provides the Asset Manager with a centralised view of all in progress journeys for their associated investors. It provides quick access to high-level journey details, helping the asset manager to stay informed. Each journey details page provides the asset manager with an overview of data, documents, investment accounts, and products associated with that specific journey.
Multiple Dashboards Assigned to a Portal User
Portal users can now be assigned multiple roles, providing them with access to multiple different dashboards. This provides greater flexibility in tailoring the Portal experience to meet different business requirements and contexts while ensuring permissions remain secure and consistent.
Enable Multiple Roles to be Assigned
Control Investment Account Access
Enables controlled access to investment accounts in the Portal, ensuring sensitive investment account information is only visible to authorised users, improving data security and strengthening role-based visibility control.
Control Investment Account Access
These features collectively establish the foundation of a scalable, extensible Portal tailored to the Asset Manager landscape.