This feature introduces the ability for Portal users to view investment account information directly from the Entity Profile Page (V2). This includes account data, documents, bank accounts, and related parties, all tailored based on Portal user role configuration.

Users with the appropriate access will see a new Investment Accounts tab on the Entity Profile Page (V2), enabling quick and easy role-based access to detailed investment account details.

Portal administrators can now configure a custom font family to be applied globally across the Portal UI. This enhancement allows organisations to align the Portal’s look and feel with their brand identity by uploading font files for multiple styles and weights.

Portal administrators can now enforce access restrictions on the Search Dashboard, ensuring that Portal users only see and interact with entities they are explicitly permitted to access. If no filters are configured, users can access all entities retrieved from Fenergo. When filters are applied, users are strictly limited to entities matching their assigned filter values. Attempted access to restricted entities (e.g., via saved URLs) is blocked, and users are redirected to the Search Dashboard with an explanatory message.

Portal users can now benefit from an enhanced Documents V2 experience, featuring improved visibility of requirements, clear card-based layout and guidance, and a simplified view of outstanding documents. This all leads to a more intuitive and streamlined document submission experience.

Portal administrators can now control field-level visibility in the Fenergo Portal using Access Layers. This enhancement ensures that sensitive fields are only visible to the correct Portal users:

Clients can now customise the Portal’s look and feel using the new Custom CSS Styling feature. This enables rapid, branded, visual updates and customisation across Standard and High Contrast modes.

The Advanced Search Dashboard introduces a new dashboard type in the Standard Portal enabling Portal users to search for Company and Individual entities using configurable filters. It provides a table-based search experience for investor-related data.

This feature introduces the ability to upload documents via the Entity Profile Page in the Portal, meaning users can now upload a document without launching a journey.

This feature introduces the supporting of Configuration Exchange for Portal Roles. Portal Admin are now able to import Portal Roles across environments through configuration exchange, allowing for a reduction in manual configuration and increased time savings.

This feature introduces a dedicated Documents tab on the Portal Entity Profile page. It allows users to view, search, and download documents directly associated with a client profile, independent of launching a Journey. The tab is accessible from the View Client Details section and improves document accessibility across the platform. Admins can configure visibility and applicable document types via Role Configuration.