The Portal now allows for the Email Sender within an Email Address to be configurable within the Portal Configuration section of Fenergo. Enabling this whitelabelling functionality provides our clients with a better brand-aligned experience for their Portal users.
This will apply to:
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.
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.
The Portal now includes a Products Tab on the Entity Profile Page (V2), providing Portal users with a clear and structured view of all products associated with an entity.
Configurators can configure whether this tab appears for each role, allowing role-based visibility of product information.
The Portal now supports direct navigation from the Journeys Dashboard into a detailed Journey Overview.
This provides users with clearer visibility of in-flight journeys and quick access to journey data, documents and information aligned with the Profile Page V2 experience.
The Portal now supports searching by multiple values within dropdown filters on the Search Dashboard.
This enhancement enables users to perform broader and more flexible searches using IN-based filtering, improving efficiency and reducing the need for repeated queries.
The Portal now supports displaying Datagroups (e.g., Contacts, Addresses) directly on the Details Tab of the Entity Profile Page (V2).
This gives users a clearer and more complete view of entity information without needing to open a journey.
The Portal now includes a new dashboard type, the Journeys Dashboard. This dashboard allows Portal users such as Fund Managers to view and track the progress of all journeys currently in progress for their associated investors.
This provides a single, consolidated view of journey activity directly in the Portal, giving external users visibility into onboarding and review progress without needing access to the Fenergo system.
Portal administrators can now configure enhanced tooltips and inline document guidance to help users better understand data fields and document requirements.
These improvements make the Portal more intuitive by providing clear, contextual explanations without cluttering the user interface.
A set of Portal UX Improvements have been introduced to enhance clarity, guidance, and visual feedback for end users. These enhancements make the Portal easier to navigate and more intuitive, while maintaining alignment with client branding across visual modes.