This enhancement allows for a users Portal Role to be displayed on the Portal Quick Link task.

This feature introduces a second outreach email template to the Portal Configuration section. Configurators will now be able to select between two distinct email templates when creating an outreach snapshot.

This feature allows Portal users to complete missing product information, edit product details, and delete products within the Portal.

This feature enables the launching of maintenance journeys for an entity/investor in the Portal, and in doing so, allows users to update and edit details in a journey.

This feature allows Portal Admin to enable/disable the Remove Legal Entity Link Button, allowing Portal users to remove a link to the Legal Entity on the profile page.

This feature enables Portal Admin users to manage the visibility and utilization of Journey Level Metadata in the Portal.

This feature allows users with different roles to complete outreach stages/tasks in a journey. There are two functionalities introduced as part of this feature: - Assigned Portal Role - Email Notifications

This feature enables streamlined user data entry by sourcing information directly from an external data provider. It optimizes entity selection and search processes, reducing manual input and ensuring accurate data retrieval.

This enhancement supports the ability for conditions to be configured that automatically trigger certain actions based on the related party (fund) associated with an investment. The trigger condition applies across data fields, document requirements, and ownership and control requirements.

This feature aims to streamline the process of linking fund managers and other portal users to investors, ensuring fund managers have a comprehensive overview of all investors in their portfolio, with access control ensuring only authorized users can view sensitive data.