The Trader Request Portal dashboard has been enhanced to help Sales users find, track, and act on their requests more easily, with the requests view now organised into My Requests and My Tasks tabs, clearer journey information, milestone-based progress, and new sorting and filtering.
The Investment Account Task brings Investment Account data directly into a Digital Subscription journey. Portal users can now view the Investment Accounts assigned to them and complete the data and document requirements for each account independently, tracking progress per account as they go. Data requirements, Document requirements, status filtering, secondary identifiers, progress indicators, task level guidance, and task- and data-level audit are all supported.
Configuration toggles for document display and status filtering are available in Journey Builder, so the task adapts to each journey's needs.
Journey notifications (in-app and email) now include the client's Legal Entity Name, so recipients can identify the client a task or journey relates to without navigating into Fenergo.
This applies to all six Journey notification types:
This feature is off by default. To enable, please raise a service request with Fenergo.
Portal users can now upload supporting documents per related party directly within the Standard Related Parties task in Portal. Controlled by a toggle on the task in Journey Builder, off by default.
The Portal Manage Products task now supports product-level document requirements. When enabled via Journey Builder, a Documents tab is introduced alongside the existing Details tab on each product, allowing users to view and upload required documentation as part of product onboarding.
The Trader Portal new request search results now supports up to 10 columns, dynamically driven by the fields configured in the category selected under the Portal New Request Details field in the Portal User Roles configuration.
Previously limited to 3 columns, this enhancement gives traders greater visibility of information when identifying the correct entity.
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.