14 posts tagged with "Other Videos"

Arthur from Fenergo introduces a new feature in the asset servicing solution that allows users to screen investment accounts and their related parties.

Josh from the Fenergo product team introduces a new feature that prepopulates financial items in the financial analysis task, reducing manual data entry. This feature ensures data quality while enhancing efficiency. Josh demonstrates the configuration and functionality, showing how predefined financial items appear automatically, maintaining existing validation standards. For more details, refer to the user guide.

Georgina from Fenergo introduces a new feature in their asset servicing solution that allows users to capture additional related parties for investment accounts. This feature enhances the management of relationships between an investor and a fund, providing a deeper understanding of investor investment accounts.

Arthur from Fenergo demonstrates how to trigger requirements on an investor record based on related funds of investment accounts. This feature, part of their asset servicing solution, allows for the capture and management of the relationship between an investor and a fund. The video steps through the configuration process and shows the feature in action within a journey. This helps streamline user interaction during investor onboarding or maintenance.