This feature introduces support for Safari browsers in the Fenergo Portal, enabling full portal functionality for users accessing the platform via Apples devices.
Previously, the Portal only supported Chromium-based browsers, limiting accessibility for users on devices where Safari is the default browser. This enhancement ensures the Portal better aligns with modern user behaviour and device usage, delivering a more inclusive and user-friendly experience.
The Fenergo Portal now supports enhanced Product save and navigation behaviour within the Manage Products task. This improvement enables users to create and save products incrementally without needing to complete all mandatory data capture upfront.
Users can now save partial product drafts, and are only blocked when attempting to complete the task rather than during incremental progress.
The Fenergo Portal now supports Entity Type selection for Search Dashboards within the Portal Dashboard configuration section in Fenergo. This enhancement allows configurators to control whether Portal users can search and view Company, Individual, or both entity types within the Search Dashboard.
When a Search dashboard is selected, a new mandatory Entity Type multi-select dropdown is introduced, enabling more targeted and simplified search experiences.
Tenants can now enforce that every Portal user accepts the Terms of Service and Privacy Policy at least once, regardless of how the user account was created. This addresses scenarios where self sign-up is disabled and users are provisioned by a Fenergo user, meaning they may never see the Auth0 sign-up T&Cs checkbox.
The Fenergo Portal now supports Product Scoping Rules within the Manage Products task. This enhancement enables Portal configurators to control which existing products are visible to Portal users based on predefined scoping logic.
This ensures that Portal users only see products that are relevant to the current journey, business line etc, reducing confusion and improving the overall user experience
The Fenergo Portal now supports disabling the Sign Up (self-registration) option on the login page. This allows customers to restrict Portal access to users who have been explicitly invited or provisioned, aligning with stricter access control and compliance requirements.
Fenergo’s Audit Log now supports Portal events. This feature enables auditing for all user-initiated changes within the Fenergo Portal, ensuring that supported Fenergo backend systems track and log these changes in a consistent, secure, and searchable manner.
These include changes made to the entity profile, journeys, data, documents, and products.
This feature introduces a third and a fourth outreach email template to the Portal Configuration section. Configurators will now be able to select between four distinct email templates when creating an outreach snapshot.
The Portal now supports MultiBranding capabilities, allowing clients to configure and manage multiple branded experiences within a single Portal instance. Each brand can have its own distinct look, feel and content, enabling organisations to deliver unique digital experiences for different client groups or business lines.
The Portal introduces the Dynamic Reference Data Mapping Task, enabling configurators to dynamically filter dropdown values on Entity Data fields using verified data held in another source such as Account Related Funds or Datagroups.
This improves data accuracy, reduces configuration complexity, and creates a more personalised, context-driven experience that adapts to the entity’s actual investment or datagroup data.