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.
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.