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.
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.