Portal users can now benefit from an enhanced Documents V2 experience, featuring improved visibility of requirements, clear card-based layout and guidance, and a simplified view of outstanding documents. This all leads to a more intuitive and streamlined document submission experience.

Portal administrators can now control field-level visibility in the Fenergo Portal using Access Layers. This enhancement ensures that sensitive fields are only visible to the correct Portal users:

Clients can now customise the Portal’s look and feel using the new Custom CSS Styling feature. This enables rapid, branded, visual updates and customisation across Standard and High Contrast modes.

The Advanced Search Dashboard introduces a new dashboard type in the Standard Portal enabling Portal users to search for Company and Individual entities using configurable filters. It provides a table-based search experience for investor-related data.

This feature introduces the ability to upload documents via the Entity Profile Page in the Portal, meaning users can now upload a document without launching a journey.

This feature introduces the supporting of Configuration Exchange for Portal Roles. Portal Admin are now able to import Portal Roles across environments through configuration exchange, allowing for a reduction in manual configuration and increased time savings.

This feature introduces a dedicated Documents tab on the Portal Entity Profile page. It allows users to view, search, and download documents directly associated with a client profile, independent of launching a Journey. The tab is accessible from the View Client Details section and improves document accessibility across the platform. Admins can configure visibility and applicable document types via Role Configuration.

The Trader Portal supports configuration options that mirror the Standard Portal, allowing for consistent user experience. This includes the ability to update details by launching maintenance requests.

This feature introduces toggles in the Trader Request that allows Portal admin to control whether capturing product information is mandatory or optional for new and existing clients. This change introduces flexibility to accommodate different use cases and scenarios. Clients will be able to toggle the enforcement of product capture to either mandatory or optional and depending on the type of request.

This feature introduces enhanced validation for the Related Party task within the Portal. It allows configurators to enforce mandatory review for related parties and enables portal users to clearly see the completion status of each Related Party. Clients can enable or disable this validation using the “Enforce Mandatory Related Party Data Capture” toggle.