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Investor Portal Initiative

The Investor Portal Initiative has been introduced to transform how users’ access and interact with entity level information in the Fenergo Portal. This release transforms the Entity Profile Page into a central, self-service space, consolidating all key entity data, documents, investment accounts, and products. This initiative introduces configurable role-based access to ensure Portal users only see the information relevant to them. By reducing the need for journeys and manual processes, the Portal will deliver a more efficient, compliance, and consolidated view of entity information.

Key Features:

The Investor Portal Initiative includes the following Entity Profile Page V2 enhancements.

  • Display Products on the Entity Profile Page
  • Display Investment Accounts on the Entity Profile Page
  • Upload and Display Documents on the Entity Profile Page
  • Details Tab on the Entity Profile Page, enabling Portal users to view multiple Data and Datagroup categories of information in a unified profile view.

Portal Release Notes: Investor Portal Release Notes