Will from Fenergo walks through what the new Agency Bulk Upload capability can do and how it's configured. The new 'Agency ETL' task offers a new way to onboard large volumes of funds (Underlying Principals) and Products for an Investment Manager directly from an Agency Request journey.

Instead of keying every fund and product through Add Parties to Request and Agency Request Details, users can now upload CSV files and map their contents to requirements to upload up to 1,000 Underlying Principals and 5,000 products per Agency Request journey.

Clodagh from Fenergo gives a demo of Bank Account Access Layers, which ensure no unauthorized user can access bank account data.

Clodagh from Fenergo gives a demo of Investment Account Access Layers, which ensure no unauthorized user can access investment account data.

Ruth from the product team introduces alert handling in Fenergo. This video covers the Alerts Dashboard, assessing alerts, bulk handling of alerts, grouping alerts and the configuration of the alert assessment journey.

Padraig from Fenergo provides an overview of the new multibranding capabilities introduced in the Fenergo Portal.

Roscha from Fenergo demonstrates the Journeys Dashboard providing Portal users with a centralised view of all in progress journeys for their associated investors. It provides quick access to high-level journey details and an overview of data, documents, investment, accounts, and products associated with each specific journey.

Padraig from Fenergo demonstrates a multitude of UX improvements made to the Fenergo Portal in recent months.

Will from Fenergo walks through the new Product Access Layers feature, giving an overview of what it does and how to configure it.

Will from Fenergo introduces the Beta MVP for our new approach to moving configuration between tenants. Will explores the differences between Configuration Release Hub and the existing Configuration Exchange feature and walks us through how to build and manage Configureation Bundles and then how to import them via APIs. He wraps up to explain what the 'Beta' label means and what gaps remain in this MVP.

Roscha from Fenergo demonstrates how to bulk create risk configuration items via a .csv file.