Fenergo Portal Release Notes https://docs.fenergox.com/release-notes/portal-release-notes Learn about the Fenergo SaaS Portal Release Notes Tue, 30 Jun 2026 00:00:00 GMT https://validator.w3.org/feed/docs/rss2.html https://github.com/jpmonette/feed en <![CDATA[Email Configuration Area for Email Templates]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/06/30/general/Email-Configuration-Section https://docs.fenergox.com/release-notes/portal-release-notes/2026/06/30/general/Email-Configuration-Section Tue, 30 Jun 2026 00:00:00 GMT Administrators can now manage all Portal email settings from a dedicated Email Configuration area, separate from Brand Configuration. Email templates are presented in a scalable, grid-based layout, and the email domain, sender, and per-brand template content are all managed in one place.

The grid lists each template with its name and last-updated date, paginating after 10 templates and supporting up to 50 templates in total. A Brand dropdown at grid level lets administrators configure every template on a per-brand basis, overriding the subject, body, button text, footer, logo, and colour for each brand individually. Administrators can also add new outreach email templates, which are created against the default brand and made available to all brands automatically, with any future brand inheriting all existing templates and their default values.

Additional templates can be added for outreach emails only. Verification, Password Reset, and Delegated User Notification each support a single template, editable per brand.

Appearance, colour theming, and other brand settings for the Portal remain in Brand Configuration.

User Guide Reference: Portal Brand Configuration — Email Configuration

]]> General <![CDATA[Investment Account Task Support]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/06/30/general/Investment-Account-Support https://docs.fenergox.com/release-notes/portal-release-notes/2026/06/30/general/Investment-Account-Support Tue, 30 Jun 2026 00:00:00 GMT The Investment Account Task brings Investment Account data directly into a Digital Subscription journey. Portal users can now view the Investment Accounts assigned to them and complete the data and document requirements for each account independently, tracking progress per account as they go. Data requirements, Document requirements, status filtering, secondary identifiers, progress indicators, task level guidance, and task- and data-level audit are all supported.

Configuration toggles for document display and status filtering are available in Journey Builder, so the task adapts to each journey's needs.

User Guide Reference: Using the Fenergo Portal > Investment Account Task

]]> Portal Digital Subscriptions <![CDATA[Per-Brand Authentication Methods]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/06/04/general/Per-Brand-Authentication-Methods https://docs.fenergox.com/release-notes/portal-release-notes/2026/06/04/general/Per-Brand-Authentication-Methods Thu, 04 Jun 2026 00:00:00 GMT Administrators can now configure each brand within a client tenant with its own dedicated authentication method. Brands can be set up independently with SSO with Pre-registration, username/password, or a combination of both on the same login screen.

Where dual authentication is configured for a brand, the login screen can present either username/password as the primary interface with SSO as a secondary action, or SSO as the default flow with a username/password fallback. A maximum of one SSO provider is supported per brand. User identity is resolved using email address as the canonical identifier, ensuring users who hold credentials under both methods are recognised as a single portal identity.

When both SSO with Pre-registration and username/password are enabled on a brand, the self-service signup screen is removed from the username/password login flow to prevent unauthorised account creation. Users must be created via the FenX Portal User Management area, where they are automatically set to Verified status and no verification email is sent.

User Guide Reference: Portal Brand Configuration — Per-Brand Authentication Methods

]]> General <![CDATA[Custom CSS Class Reference Updated]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/05/20/general/Custom-CSS-Class-Reference-Updated https://docs.fenergox.com/release-notes/portal-release-notes/2026/05/20/general/Custom-CSS-Class-Reference-Updated Wed, 20 May 2026 00:00:00 GMT The Custom CSS class reference has been updated to reflect the complete and authoritative set of supported classes. All 67 classes across 16 feature areas are now documented, with corrected friendly names for the Common, Documents, and related sections.

User Guide Reference: Please refer to the Custom CSS Configuration Guide

]]> General <![CDATA[Application Abandonment Reminders]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/05/12/general/Application-Abandonment-Reminders https://docs.fenergox.com/release-notes/portal-release-notes/2026/05/12/general/Application-Abandonment-Reminders Tue, 12 May 2026 00:00:00 GMT The Portal can now automatically send reminder emails to portal users who have not completed tasks in an open outreach stage. Reminders are configured directly on the Create Outreach Snapshot task in Journey Builder: enable the Enable Email Reminders toggle, then enter a comma-separated list of hour intervals in the Reminder Schedule field — for example, 24,168,720 sends reminders after 1 day, 7 days, and 30 days. Up to 10 intervals can be defined per task. A Reminder Email Template can also be selected per task. Reminders are sent only while the outreach stage remains open and incomplete, stop immediately when the stage is completed or cancelled, and reset if the stage is reopened. Only portal users linked to the entity who hold the role assigned to the outreach stage receive reminders.

User Guide Reference: Configuring the Fenergo Portal Outreach Functionality > Configuring Application Abandonment Reminders

]]> General <![CDATA[Send Portal Email Task]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/05/12/general/Send-Portal-Emails-Task https://docs.fenergox.com/release-notes/portal-release-notes/2026/05/12/general/Send-Portal-Emails-Task Tue, 12 May 2026 00:00:00 GMT A new Send Portal Email system task type is now available in Journey Builder. When executed, the task sends a selected portal email template to all portal users linked to the entity who hold at least one of the configured roles. The task can be placed in any internal or external stage, is not visible to portal users in the Portal UI, and supports multi-brand email resolution via the journey's brandUrl field. If a user holds multiple selected roles, only one email is sent per task execution.

User Guide Reference: Configuring the Fenergo Portal Outreach Functionality > Configuring the Send Portal Email Task

]]> General <![CDATA[Webhook Notifications for Portal Reminders]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/05/12/general/Webhook-Notifications-for-Portal-Reminders https://docs.fenergox.com/release-notes/portal-release-notes/2026/05/12/general/Webhook-Notifications-for-Portal-Reminders Tue, 12 May 2026 00:00:00 GMT Clients who manage their own email infrastructure can now receive a portal:reminderdue webhook event each time a portal reminder becomes due, rather than relying on Fenergo-managed email delivery. The event payload includes the event timestamp, recipient email addresses, reminder type, entity and journey context, the configured reminder template identifier, the scheduled send time, and correlation metadata. When an active webhook endpoint is configured for a tenant, Fenergo-managed reminder email delivery is suppressed to prevent duplicate communications. Webhook endpoints are registered via a service request with the Fenergo customer support team.

User Guide Reference: Configuring the Fenergo Portal Outreach Functionality > Configuring Webhook Notifications for Portal Reminders

]]> General <![CDATA[brandUrl Portal Name Resolution]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/05/12/general/brandurl-portal-name-resolution https://docs.fenergox.com/release-notes/portal-release-notes/2026/05/12/general/brandurl-portal-name-resolution Tue, 12 May 2026 00:00:00 GMT The brandUrl field used in multibranding journey configuration now supports resolution by Portal Name in addition to Portal URL. When the Enable MultiBranding toggle is on, the system first attempts an exact, case-sensitive match against the Portal URL column (existing behaviour). If no match is found, it falls back to a case-insensitive match against the Portal Name column. This allows journey configuration to be promoted between environments — dev, UAT, pre-prod, and production — without requiring brandUrl values to be manually updated, since Portal Names are stable across environments while Portal URLs are not. Existing configurations using Portal URLs are fully unaffected.

User Guide Reference: Portal Brand Configuration > Manual Selection of Brand via a Fenergo Task

]]> General <![CDATA[Extended Custom CSS Classes]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/05/12/general/extended-custom-css-classes https://docs.fenergox.com/release-notes/portal-release-notes/2026/05/12/general/extended-custom-css-classes Tue, 12 May 2026 00:00:00 GMT The supported custom CSS class library has been significantly expanded and now covers 67 classes across 16 feature areas. New areas include Footer, Login Screen, Entity Hub Datagroup accordions, GPI sub-elements (Journey Info, Journey Name, Process Container, Process Name, Task Item Container, Task Button, Task Name), Task Details, Product Task, E-Signature, Tooltip, Markdown, Checkbox List, Radio List, Form, and Button. Existing classes are unchanged. All classes continue to follow the .custom-css_ prefix convention and are subject to the same validation rules (blocked dimension properties, supported pseudo-classes only).

User Guide Reference: Configuring Custom CSS Styling in the Portal > Supported CSS Classes

]]> General <![CDATA[Client Name in Task Assignment Notifications]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/05/01/general/Client-Name-in-Task-Notifications https://docs.fenergox.com/release-notes/portal-release-notes/2026/05/01/general/Client-Name-in-Task-Notifications Fri, 01 May 2026 00:00:00 GMT Journey notifications (in-app and email) now include the client's Legal Entity Name, so recipients can identify the client a task or journey relates to without navigating into Fenergo.

This applies to all six Journey notification types:

  • Task Assigned to Me
  • Task Assigned to Me with Comment
  • Task Reopened
  • Task Assigned to Team
  • Journey Owner Assigned
  • Journey Completed

This feature is off by default. To enable, please raise a service request with Fenergo.

User Guide Reference: Task Assignment Notifications

]]> General Portal <![CDATA[Standard Related Parties Document Support]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/04/29/general/Standard-Related-Parties-Document-Support https://docs.fenergox.com/release-notes/portal-release-notes/2026/04/29/general/Standard-Related-Parties-Document-Support Wed, 29 Apr 2026 00:00:00 GMT Portal users can now upload supporting documents per related party directly within the Standard Related Parties task in Portal. Controlled by a toggle on the task in Journey Builder, off by default.

See Documents on the Standard Related Parties task

]]> General Portal <![CDATA[Client Name Placeholders in Outreach Emails]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/04/23/general/Client-Name-Placeholders-in-Outreach-Emails https://docs.fenergox.com/release-notes/portal-release-notes/2026/04/23/general/Client-Name-Placeholders-in-Outreach-Emails Thu, 23 Apr 2026 00:00:00 GMT Outreach Emails 1–4 and the Delegated Authority email now support client name personalisation. Configurators can include {{entityName}} or {{entityFullName}} tags in the body of an email template — these resolve to the company name for Companies and to the first name / full name for Individuals at send time. No feature flag or toggle is required: personalisation is applied only when a supported tag is present, so templates without tags continue to render exactly as before.

User Guide Reference: Configuring the Fenergo Portal Outreach Functionality > Personalising Outreach Emails with the Client Name

]]> General <![CDATA[Notify Journey Owner on Outreach Emails]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/04/23/general/Notify-Journey-Owner-on-Outreach-Emails https://docs.fenergox.com/release-notes/portal-release-notes/2026/04/23/general/Notify-Journey-Owner-on-Outreach-Emails Thu, 23 Apr 2026 00:00:00 GMT Configurators can now optionally CC the assigned Journey Owner on portal outreach emails. A new Notify Journey Owner toggle on the Create Outreach Snapshot task (Task Properties → Details tab) gives Relationship Managers passive visibility of portal outreach activity without requiring Portal access. The toggle is visible only when Send Outreach Email is enabled, and is disabled by default for all tasks.

User Guide Reference: Configuring the Fenergo Portal Outreach Functionality > Notifying the Journey Owner when Outreach Emails are Sent

]]> General <![CDATA[Products Task: Documents Support]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/04/15/general/Product-Documents https://docs.fenergox.com/release-notes/portal-release-notes/2026/04/15/general/Product-Documents Wed, 15 Apr 2026 00:00:00 GMT The Portal Manage Products task now supports product-level document requirements. When enabled via Journey Builder, a Documents tab is introduced alongside the existing Details tab on each product, allowing users to view and upload required documentation as part of product onboarding.

User Guide Reference: Products Task: Documents Support

]]> Portal Products Document Management <![CDATA[Trader Portal: Extended Search Results Columns]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/04/03/general/Trader-portal-columns https://docs.fenergox.com/release-notes/portal-release-notes/2026/04/03/general/Trader-portal-columns Fri, 03 Apr 2026 00:00:00 GMT The Trader Portal new request search results now supports up to 10 columns, dynamically driven by the fields configured in the category selected under the Portal New Request Details field in the Portal User Roles configuration.

Previously limited to 3 columns, this enhancement gives traders greater visibility of information when identifying the correct entity.

User Guide Reference: Trader Request

]]> General Portal <![CDATA[Safari Browser Support]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/03/23/general/Non-Chromium-Browsers https://docs.fenergox.com/release-notes/portal-release-notes/2026/03/23/general/Non-Chromium-Browsers Mon, 23 Mar 2026 00:00:00 GMT This feature introduces support for Safari browsers in the Fenergo Portal, enabling full portal functionality for users accessing the platform via Apples devices.

Previously, the Portal only supported Chromium-based browsers, limiting accessibility for users on devices where Safari is the default browser. This enhancement ensures the Portal better aligns with modern user behaviour and device usage, delivering a more inclusive and user-friendly experience.

]]> General Portal <![CDATA[Products Task: Save Products]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/03/16/general/Product-Save-Updates https://docs.fenergox.com/release-notes/portal-release-notes/2026/03/16/general/Product-Save-Updates Mon, 16 Mar 2026 00:00:00 GMT The Fenergo Portal now supports enhanced Product save and navigation behaviour within the Manage Products task. This improvement enables users to create and save products incrementally without needing to complete all mandatory data capture upfront.

Users can now save partial product drafts, and are only blocked when attempting to complete the task rather than during incremental progress.

User Guide Reference: Manage Products Task

]]> General Portal <![CDATA[Search Dashboard Entity Type Selection]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/03/13/general/Search-Dashboard-Entity-Selection https://docs.fenergox.com/release-notes/portal-release-notes/2026/03/13/general/Search-Dashboard-Entity-Selection Fri, 13 Mar 2026 00:00:00 GMT The Fenergo Portal now supports Entity Type selection for Search Dashboards within the Portal Dashboard configuration section in Fenergo. This enhancement allows configurators to control whether Portal users can search and view Company, Individual, or both entity types within the Search Dashboard.

When a Search dashboard is selected, a new mandatory Entity Type multi-select dropdown is introduced, enabling more targeted and simplified search experiences.

User Guide Reference: Search Dashboard

]]> General Portal <![CDATA[Enforce Terms & Conditions Acceptance on Login]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/02/26/general/Enforce-Terms-And-Conditions https://docs.fenergox.com/release-notes/portal-release-notes/2026/02/26/general/Enforce-Terms-And-Conditions Thu, 26 Feb 2026 00:00:00 GMT 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.

What’s new​

When enabled for a tenant, Portal checks a user’s Terms & Conditions acceptance status after successful authentication and before allowing access to Portal.

  • If the user has already accepted Terms & Conditions (for example via Auth0 self sign-up), they are not prompted again.
  • If the user has not accepted Terms & Conditions, they are blocked until they explicitly accept via a non-dismissible modal.

How it works​

  • Post-authentication, Portal determines whether the user has an “accepted” marker.
  • If not accepted:
    • A blocking modal is displayed.
    • The user cannot dismiss the modal (no close icon, no backdrop click-to-close, no escape key).
    • The user must tick the checkbox:
      • “I agree to the terms of service and privacy policy.”
    • The user must confirm acceptance before proceeding.
  • On acceptance:
    • Portal persists an “accepted” marker for the user.
    • The user is allowed to enter Portal.
  • Terms of Service and Privacy Policy links/content use the associated brand configuration (multi-branding).

Enablement​

  • Off by default.
  • Enabled at Customer Supprot request only (not UI configurable).

Limitations / Notes​

  • Users accept once only. After acceptance (via sign-up or modal), the modal is never shown again.
  • Modal header text and primary action label are pending confirmation.

User Guide Reference: Enforce Terms & Conditions Acceptance on Login

]]> General Portal <![CDATA[Product Scoping Rules]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/02/24/general/Product-Scoping-Rules https://docs.fenergox.com/release-notes/portal-release-notes/2026/02/24/general/Product-Scoping-Rules Tue, 24 Feb 2026 00:00:00 GMT 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

User Guide Reference: Product Scoping Rules

]]> General Portal <![CDATA[Portal Authentication – Remove Sign Up (Self-Registration)]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/01/23/general/Remove-Signup-Option https://docs.fenergox.com/release-notes/portal-release-notes/2026/01/23/general/Remove-Signup-Option Fri, 23 Jan 2026 00:00:00 GMT 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.

User Guide Reference: Audit

]]> General Portal <![CDATA[Portal Audit Functionality]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/01/20/general/Portal-Audit https://docs.fenergox.com/release-notes/portal-release-notes/2026/01/20/general/Portal-Audit Tue, 20 Jan 2026 00:00:00 GMT 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.

User Guide Reference: Audit

]]> General Portal <![CDATA[Additional Outreach Templates]]> https://docs.fenergox.com/release-notes/portal-release-notes/2026/01/12/general/Additional-Outreach-Email-Templates https://docs.fenergox.com/release-notes/portal-release-notes/2026/01/12/general/Additional-Outreach-Email-Templates Mon, 12 Jan 2026 00:00:00 GMT 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.

User Guide Reference: Configuring the Fenergo Portal Outreach Functionality > New Outreach Template

]]> General <![CDATA[MultiBranding]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/12/18/general/MultiBranding https://docs.fenergox.com/release-notes/portal-release-notes/2025/12/18/general/MultiBranding Thu, 18 Dec 2025 00:00:00 GMT 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.

With Multibranding, Portal configurators can define and maintain multiple Portal URLs, each associated with a specific brand identity.

These brands can have their own configurations including:

  • Distinct URLs
  • Logos, colour, visuals
  • Customised content and email templates
  • Plus much more

End users are automatically presented with the correct brand based on the portal URL they access, enabling tailored experiences without the need for multiple portal instances.

User Guide Reference: MultiBranding

]]> General Portal <![CDATA[Dynamic Reference Data Mapping]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/12/12/general/Dynamic-Reference-Data-Mapping https://docs.fenergox.com/release-notes/portal-release-notes/2025/12/12/general/Dynamic-Reference-Data-Mapping Fri, 12 Dec 2025 00:00:00 GMT 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.

User Guide Reference: Dynamic Reference Data Mapping

]]> General Portal <![CDATA[Configurable Email Sender]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/12/03/general/Configurable-Email-Sender https://docs.fenergox.com/release-notes/portal-release-notes/2025/12/03/general/Configurable-Email-Sender Wed, 03 Dec 2025 00:00:00 GMT 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:

  • Outreach Emails
  • Delegated Authority Emails
  • Journey Cancellation (Trader Portal Only)
  • Verify Account Emails

These Email Senders are configurable per brand, meaning that there can be multiple email senders coming from the one Portal instance.

It allows configurators to change what displays before the @ symbol in an email address. Example: kyc@testmail.com

Note: This enhancement applies to Portal V2 Templates only.

User Guide Reference: Configurable Email Sender

]]> General Portal <![CDATA[Asset Manager Initiative]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/11/19/general/Asset-Manager-Initiative https://docs.fenergox.com/release-notes/portal-release-notes/2025/11/19/general/Asset-Manager-Initiative Wed, 19 Nov 2025 00:00:00 GMT 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.

Key Features:

This initiative provides asset managers with:

Advanced Search Dashboard​

This dashboard enables a real-time, dynamic table-based search experience for investor-related data across all managed funds. It is designed to help the Asset Manager to discover entities beyond their directly linked set or who require advanced filtering and investigative capabilities. Role-based access restrictions ensures data privacy, giving asset managers visibility to entities that they are explicitly permitted to access and interact with.

Advanced Search Dashboard

Restrict Access to Entities

Journey Dashboard​

This dashboard provides the Asset Manager with a centralised view of all in progress journeys for their associated investors. It provides quick access to high-level journey details, helping the asset manager to stay informed. Each journey details page provides the asset manager with an overview of data, documents, investment accounts, and products associated with that specific journey.

Journeys Dashboard

Journey Display Information

Multiple Dashboards Assigned to a Portal User​

Portal users can now be assigned multiple roles, providing them with access to multiple different dashboards. This provides greater flexibility in tailoring the Portal experience to meet different business requirements and contexts while ensuring permissions remain secure and consistent.

Enable Multiple Roles to be Assigned

Control Investment Account Access​

Enables controlled access to investment accounts in the Portal, ensuring sensitive investment account information is only visible to authorised users, improving data security and strengthening role-based visibility control.

Control Investment Account Access

These features collectively establish the foundation of a scalable, extensible Portal tailored to the Asset Manager landscape.

]]> General Portal <![CDATA[Investor Portal Initiative]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/11/19/general/Investor-Portal https://docs.fenergox.com/release-notes/portal-release-notes/2025/11/19/general/Investor-Portal Wed, 19 Nov 2025 00:00:00 GMT 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.

Key Features:

The Investor Portal Initiative includes the following Entity Profile Page V2 enhancements.

  • Display Products on the Entity Profile Page
  • Display Investment Accounts on the Entity Profile Page
  • Upload and Display Documents on the Entity Profile Page
  • Details Tab on the Entity Profile Page, enabling Portal users to view multiple Data and Datagroup categories of information in a unified profile view.

Portal Release Notes: Investor Portal Release Notes

]]> General Portal <![CDATA[Display Products on the Entity Profile Page V2]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/11/18/general/display-products-profile-page https://docs.fenergox.com/release-notes/portal-release-notes/2025/11/18/general/display-products-profile-page Tue, 18 Nov 2025 00:00:00 GMT The Portal now includes a Products Tab on the Entity Profile Page (V2), providing Portal users with a clear and structured view of all products associated with an entity.

Configurators can configure whether this tab appears for each role, allowing role-based visibility of product information.

User Guide Reference: Displaying Products on the Entity Profile Page V2

]]> General Portal <![CDATA[Journeys Dashboard: Display Journey Information]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/11/17/general/Display-Journey-Information https://docs.fenergox.com/release-notes/portal-release-notes/2025/11/17/general/Display-Journey-Information Mon, 17 Nov 2025 00:00:00 GMT The Portal now supports direct navigation from the Journeys Dashboard into a detailed Journey Overview.

This provides users with clearer visibility of in-flight journeys and quick access to journey data, documents and information aligned with the Profile Page V2 experience.

User Guide Reference: Journey Dashboard

]]> General Portal <![CDATA[Search Dashboard: Support Multiple Search Values]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/11/17/general/search-dashboard-multi-search https://docs.fenergox.com/release-notes/portal-release-notes/2025/11/17/general/search-dashboard-multi-search Mon, 17 Nov 2025 00:00:00 GMT The Portal now supports searching by multiple values within dropdown filters on the Search Dashboard.

This enhancement enables users to perform broader and more flexible searches using IN-based filtering, improving efficiency and reducing the need for repeated queries.

User Guide Reference: Search Dashboard

]]> General Portal <![CDATA[Displaying Datagroups on the Entity Profile Page V2]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/11/05/general/Displaying-Datagroups https://docs.fenergox.com/release-notes/portal-release-notes/2025/11/05/general/Displaying-Datagroups Wed, 05 Nov 2025 00:00:00 GMT The Portal now supports displaying Datagroups (e.g., Contacts, Addresses) directly on the Details Tab of the Entity Profile Page (V2).
This gives users a clearer and more complete view of entity information without needing to open a journey.

User Guide Reference: Displaying Datagroups on the Entity Profile Page V2

]]> General Portal <![CDATA[Journeys Dashboard]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/10/20/general/Journeys-Dashboard https://docs.fenergox.com/release-notes/portal-release-notes/2025/10/20/general/Journeys-Dashboard Mon, 20 Oct 2025 00:00:00 GMT The Portal now includes a new dashboard type, the Journeys Dashboard. This dashboard allows Portal users such as Fund Managers to view and track the progress of all journeys currently in progress for their associated investors.
This provides a single, consolidated view of journey activity directly in the Portal, giving external users visibility into onboarding and review progress without needing access to the Fenergo system.

Key Highlights:

  • Configurators can select from existing Journey Views in Fenergo to determine which journeys and columns are displayed in the Portal.
  • Supports pre-filtering rules, allowing admins to restrict what journeys are visible to specific users/ roles.
  • Users can apply multiple filters to narrow results and locate specific journeys quickly.

User Guide Reference: Using Portal Dashboards > Journeys Dashboard

]]> General Portal <![CDATA[Enhanced Tooltips and Document Requirement Guidance]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/10/17/general/Improved-Tooltip-Display-And-Styling https://docs.fenergox.com/release-notes/portal-release-notes/2025/10/17/general/Improved-Tooltip-Display-And-Styling Fri, 17 Oct 2025 00:00:00 GMT Portal administrators can now configure enhanced tooltips and inline document guidance to help users better understand data fields and document requirements.

These improvements make the Portal more intuitive by providing clear, contextual explanations without cluttering the user interface.

Enhancements include:

  • Field Tooltips: Available on all input fields within Data and Document tasks, allowing configurators to add concise explanations or context for complex fields.
  • Inline Document Descriptions: Short, always-visible summaries explaining the purpose of each document requirement. Ideal for describing why a document is needed, not what action to take.
  • Document Tooltips: Additional on-hover tooltips can provide extended guidance such as accepted document types, expiry rules, or jurisdiction-specific instructions.
  • Combined Inline Documeent Descriptions + Document Tooltips: Configurators can use inline text for brief guidance and attach a tooltip for detailed information, with Markdown-supported formatting.

User Guide Reference: Configuring User Guidance in the Portal > Tooltips: Data Task User Guide Reference: Using the Fenergo Portal > Field Tooltips

]]> General Portal <![CDATA[Portal UX Improvements]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/10/15/general/Portal-UX-Improvements https://docs.fenergox.com/release-notes/portal-release-notes/2025/10/15/general/Portal-UX-Improvements Wed, 15 Oct 2025 00:00:00 GMT A set of Portal UX Improvements have been introduced to enhance clarity, guidance, and visual feedback for end users. These enhancements make the Portal easier to navigate and more intuitive, while maintaining alignment with client branding across visual modes.

Enhancements include:

  • Task-Level Guidance: New inline guidance messages now display at the top of each task screen to help users understand what information is required. Configurators can add this through the Task Description field in Journey Builder, linking to predefined guidance text from Global Policy. This feature supports Data, Document, Related Party, Product, Review, and ID&V tasks in external journeys and stages only.

  • High Contrast Mode Enhancements: High Contrast Mode now reuses the tenant’s configured brand colours (Primary, Error, Warning, Info, Success, and Hyperlink). Each colour automatically adjusts to achieve a minimum 4.5:1 contrast ratio, maintaining WCAG 2.1 compliance while keeping full brand alignment.

    • Reopen Indicators: A new Reopen icon has been added to completed tasks, helping users easily identify where they can take further action. The icon is visible on hover and fully accessible using keyboard navigation (Tab, Enter, or Space). When activated, the task reopens in an editable state and updates the journey’s progress indicator accordingly.

User Guide Reference: Configuring the Fenergo Portal > Configuring User Guidance in the Portal

]]> General <![CDATA[Enable Multiple Categories of Information on the Profile Page]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/10/06/general/Display-Multiple-Categories https://docs.fenergox.com/release-notes/portal-release-notes/2025/10/06/general/Display-Multiple-Categories Mon, 06 Oct 2025 00:00:00 GMT The Portal now supports displaying multiple configured categories of information on the Entity Profile Page (V2). Depending on role configuration, users can view all relevant categories for each entity type (Company, Individual, or Other) in a clear, organised layout, instead of being restricted to a single category view.

User Guide Reference: Configuring the Fenergo Portal > Display Multiple Categories

]]> General <![CDATA[Enable Multiple Roles to be Assigned]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/10/03/general/Enable-Multiple-Roles https://docs.fenergox.com/release-notes/portal-release-notes/2025/10/03/general/Enable-Multiple-Roles Fri, 03 Oct 2025 00:00:00 GMT Portal users can now be assigned up to five roles, allowing them to access multiple dashboards within the Portal. This update provides greater flexibility and visibility across different dashboards while maintaining secure, role-based permissions.

User Guide Reference: Using the Fenergo Portal > Enabling Multiple Roles to be assigned

]]> General <![CDATA[Filtering Investment Accounts - Limiting Access]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/09/30/general/Filtering-Investment-Accounts https://docs.fenergox.com/release-notes/portal-release-notes/2025/09/30/general/Filtering-Investment-Accounts Tue, 30 Sep 2025 00:00:00 GMT Portal administrators can now configure how investment accounts are displayed to Portal users with the introduction of a new Filter Investment Accounts toggle. This control ensures that users either see all onboarded investment accounts or only those linked to funds they are explicitly entitled to, improving security and oversight across dashboards.

User Guide Reference: Using the Fenergo Portal > Investment Accounts

]]> General <![CDATA[Display Investment Accounts]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/09/17/general/Display-Investment-Accounts https://docs.fenergox.com/release-notes/portal-release-notes/2025/09/17/general/Display-Investment-Accounts Wed, 17 Sep 2025 00:00:00 GMT 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.

User Guide Reference: Using the Fenergo Portal > Display Investment Accounts

]]> General <![CDATA[Custom Fonts in Portal]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/08/29/general/Custom-Fonts https://docs.fenergox.com/release-notes/portal-release-notes/2025/08/29/general/Custom-Fonts Fri, 29 Aug 2025 00:00:00 GMT 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.

User Guide Reference: Configuring the Fenergo Portal > Fonts

]]> General <![CDATA[Search Dashboard – Restrict Access to Entities]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/08/28/general/Search-Dashboard-Restrict-Access-to-Entities https://docs.fenergox.com/release-notes/portal-release-notes/2025/08/28/general/Search-Dashboard-Restrict-Access-to-Entities Thu, 28 Aug 2025 00:00:00 GMT 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.

User Guide Reference: Configuring the Fenergo Portal > Configuring Portal Dashboards > Search Dashboard

]]> General <![CDATA[Documents UX Improvements]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/08/15/general/Documents-UX-Improvements https://docs.fenergox.com/release-notes/portal-release-notes/2025/08/15/general/Documents-UX-Improvements Fri, 15 Aug 2025 00:00:00 GMT 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.

User Guide Reference: Documents UX Improvements > Using the Fenergo Portal

]]> General <![CDATA[Entity Data Field-Level Access Control]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/08/15/general/Field-Level-Access-Layers https://docs.fenergox.com/release-notes/portal-release-notes/2025/08/15/general/Field-Level-Access-Layers Fri, 15 Aug 2025 00:00:00 GMT 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:

User Guide Reference: Configuring the Fenergo Portal > Portal Roles Configuration > Access Layers

]]> General Portal <![CDATA[Configuring Custom CSS Styling in the Portal]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/07/31/general/Custom-CSS https://docs.fenergox.com/release-notes/portal-release-notes/2025/07/31/general/Custom-CSS Thu, 31 Jul 2025 00:00:00 GMT 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.

User Guide Reference: Custom CSS > Configuring Custom CSS Styling in the Portal

]]> General <![CDATA[Advanced Search Dashboard]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/07/21/general/Advanced-Search-Dashboard https://docs.fenergox.com/release-notes/portal-release-notes/2025/07/21/general/Advanced-Search-Dashboard Mon, 21 Jul 2025 00:00:00 GMT 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.

User Guide Reference: Using the Fenergo Portal > Advanced Search Dashboard

]]> General <![CDATA[Upload Documents: Entity Profile Page]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/07/16/general/Document-Display-Upload https://docs.fenergox.com/release-notes/portal-release-notes/2025/07/16/general/Document-Display-Upload Wed, 16 Jul 2025 00:00:00 GMT 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.

User Guide Reference: Using the Fenergo Portal > Upload Documents: Entity Profile Page

]]> General <![CDATA[Configuration Exchange Support for Portal Roles]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/07/09/general/Configuration-Exchange-Support-for-Portal-Roles https://docs.fenergox.com/release-notes/portal-release-notes/2025/07/09/general/Configuration-Exchange-Support-for-Portal-Roles Wed, 09 Jul 2025 00:00:00 GMT 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.

User Guide Reference: Configuring the Fenergo Portal > Configuration Exchange Support of Portal Roles

]]> General <![CDATA[Display Documents on Entity Profile Page]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/06/27/general/Display-Documents-on-Entity-Profile-Page https://docs.fenergox.com/release-notes/portal-release-notes/2025/06/27/general/Display-Documents-on-Entity-Profile-Page Fri, 27 Jun 2025 00:00:00 GMT 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.

User Guide Reference: Using the Fenergo Portal > Display Documents on Entity Profile Page

]]> General <![CDATA[Trader Request: Consolidate Portal Configuration and Allow journeys to be updated via Trader Portal]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/06/22/general/Trader-Request-Consolidate-Portal-Configuration-and-Allow-journeys-to-be-updated-via-Trader-Portal https://docs.fenergox.com/release-notes/portal-release-notes/2025/06/22/general/Trader-Request-Consolidate-Portal-Configuration-and-Allow-journeys-to-be-updated-via-Trader-Portal Sun, 22 Jun 2025 00:00:00 GMT The Trader Portal supports configuration options that mirror the Standard Portal, allowing for consistent user experience. This includes the ability to update details by launching maintenance requests.

User Guide Reference: Trader Request > Allow Journeys to be Updated

]]> General <![CDATA[Trader Request: Enforce Product Capture]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/06/22/general/Trader-Request-Enforce-Product-Capture https://docs.fenergox.com/release-notes/portal-release-notes/2025/06/22/general/Trader-Request-Enforce-Product-Capture Sun, 22 Jun 2025 00:00:00 GMT This feature introduces toggles in the Trader Request that allows Portal admin to control whether capturing product information is mandatory or optional for new and existing clients. This change introduces flexibility to accommodate different use cases and scenarios. Clients will be able to toggle the enforcement of product capture to either mandatory or optional and depending on the type of request.

User Guide Reference: Trader Request > Enforce Product Capture

]]> General <![CDATA[Data Completion Checks on Related Parties]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/05/14/general/Data-Completion-Checks-on-Related-Parties https://docs.fenergox.com/release-notes/portal-release-notes/2025/05/14/general/Data-Completion-Checks-on-Related-Parties Wed, 14 May 2025 00:00:00 GMT This feature introduces enhanced validation for the Related Party task within the Portal. It allows configurators to enforce mandatory review for related parties and enables portal users to clearly see the completion status of each Related Party. Clients can enable or disable this validation using the “Enforce Mandatory Related Party Data Capture” toggle.

User Guide Reference: Using the Fenergo Portal > Data Completion Checks on Related Parties

]]> General <![CDATA[Email Templates v2: Configurable Email Sender]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/04/23/general/Email-Templates-v2-Configurable-Email-Sender https://docs.fenergox.com/release-notes/portal-release-notes/2025/04/23/general/Email-Templates-v2-Configurable-Email-Sender Wed, 23 Apr 2025 00:00:00 GMT By default, the email sender on email templates is INFO. Now, this is configurable and can be updated through a service request via Jira. The Requested Change: Update Email Sender Name. Note: Emails sent from Auth0 won't be changed to V2 until Portal Configuration is updated from FenX UI.

User Guide Reference: Using the Fenergo Portal > V2 Email Templates

]]> General <![CDATA[Portal Email Template v2: Enhanced Styling and Formatting]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/04/23/general/Portal-Email-Template-v2-Enhanced-Styling-and-Formatting https://docs.fenergox.com/release-notes/portal-release-notes/2025/04/23/general/Portal-Email-Template-v2-Enhanced-Styling-and-Formatting Wed, 23 Apr 2025 00:00:00 GMT Portal Emails now have a v2 Template with enhanced layout and styling, available via Jira service request. This update introduces rich formatting options - bold, italic, underline, line breaks, and paragraph tags - for greater customization and improved readability. Note: Emails sent from Auth0 won't be changed to V2 until Portal Configuration is updated from FenX UI.

User Guide Reference: Using the Fenergo Portal > V2 Email Templates

]]> General <![CDATA[Read Only Rich Text Editor]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/04/23/general/Read-Only-Rich-Text-Editor https://docs.fenergox.com/release-notes/portal-release-notes/2025/04/23/general/Read-Only-Rich-Text-Editor Wed, 23 Apr 2025 00:00:00 GMT Portal users can now view Rich Text Editor (RTE) content in a read-only format, ensuring they can review information provided by Fenergo users without the ability to edit.

User Guide Reference: Using the Fenergo Portal > Rich Text Editor

]]> General <![CDATA[Outreach Requests Dashboard - Cancellation, Expiry, and Referral Scenarios]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/04/20/general/Outreach-Requests-Dashboard-Cancellation-Expiry-and-Referral-Scenarios https://docs.fenergox.com/release-notes/portal-release-notes/2025/04/20/general/Outreach-Requests-Dashboard-Cancellation-Expiry-and-Referral-Scenarios Sun, 20 Apr 2025 00:00:00 GMT Automatically removes outreach request links when journeys are cancelled or referred, and applies a 90-day TTL to stale links - ensuring cleaner data and improved handling of unactioned or outdated outreach requests across cancellation, expiry, and referral scenarios.

User Guide Reference: Using the Fenergo Portal > Outreach Requests Dashboard

]]> General <![CDATA[Enforce ID&V]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/04/11/general/Enforce-IDV https://docs.fenergox.com/release-notes/portal-release-notes/2025/04/11/general/Enforce-IDV Fri, 11 Apr 2025 00:00:00 GMT ID&V is now enforced within the Portal, blocking the user from progressing until they complete the necessary verification steps.

User Guide Reference: Using the Fenergo Portal > ID&V

]]> General <![CDATA[Save Task without completing Mandatory Data]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/04/08/general/Save-Task-without-completing-Mandatory-Data https://docs.fenergox.com/release-notes/portal-release-notes/2025/04/08/general/Save-Task-without-completing-Mandatory-Data Tue, 08 Apr 2025 00:00:00 GMT Users can now save tasks without completing all mandatory fields on Data tasks and Data & Documents tasks, allowing users to return to fill in the rest of the fields at a later time.

User Guide Reference: Using the Fenergo Portal > Journeys and Tasks

]]> General <![CDATA[Outreach Requests Dashboard]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/04/02/general/Outreach-Requests-Dashboard https://docs.fenergox.com/release-notes/portal-release-notes/2025/04/02/general/Outreach-Requests-Dashboard Wed, 02 Apr 2025 00:00:00 GMT The Outreach Requests Dashboard is designed to allow Portal users to focus only on entities that have open requests. This feature will make it easier for users to take action on pending Outreach tasks.

User Guide Reference: Configuring the Fenergo Portal Outreach Functionality > Outreach Requests Dashboard

]]> General <![CDATA[Display Portal Role on Quick Link Task]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/03/24/general/Display-Portal-Role-on-Quick-Link-Task https://docs.fenergox.com/release-notes/portal-release-notes/2025/03/24/general/Display-Portal-Role-on-Quick-Link-Task Mon, 24 Mar 2025 00:00:00 GMT This enhancement allows for a users Portal Role to be displayed on the Portal Quick Link task.

User Guide Reference: Using the Fenergo Portal > Portal Role on Quick Link Task

]]> General <![CDATA[Outreach Template]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/03/15/general/Outreach-Template https://docs.fenergox.com/release-notes/portal-release-notes/2025/03/15/general/Outreach-Template Sat, 15 Mar 2025 00:00:00 GMT 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.

User Guide Reference: Configuring the Fenergo Portal Outreach Functionality > New Outreach Template

]]> General <![CDATA[Edit Products]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/02/28/general/Edit-Products https://docs.fenergox.com/release-notes/portal-release-notes/2025/02/28/general/Edit-Products Fri, 28 Feb 2025 00:00:00 GMT This feature allows Portal users to complete missing product information, edit product details, and delete products within the Portal.

User Guide Reference: Using the Fenergo Portal > Edit Products

]]> General <![CDATA[Launch Maintenance Requests]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/02/28/general/Launch-Maintenance-Requests https://docs.fenergox.com/release-notes/portal-release-notes/2025/02/28/general/Launch-Maintenance-Requests Fri, 28 Feb 2025 00:00:00 GMT 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.

User Guide Reference: Using the Fenergo Portal > Launch Maintenance Requests

]]> General <![CDATA[Remove Legal Entity Link Button]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/02/28/general/Remove-Legal-Entity-Link-Button https://docs.fenergox.com/release-notes/portal-release-notes/2025/02/28/general/Remove-Legal-Entity-Link-Button Fri, 28 Feb 2025 00:00:00 GMT 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.

User Guide Reference: Using the Fenergo Portal > Remove Legal Entity Link Button

]]> General <![CDATA[Support Journey Level Data]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/02/28/general/Support-Journey-Level-Data https://docs.fenergox.com/release-notes/portal-release-notes/2025/02/28/general/Support-Journey-Level-Data Fri, 28 Feb 2025 00:00:00 GMT This feature enables Portal Admin users to manage the visibility and utilization of Journey Level Metadata in the Portal.

User Guide Reference: Using the Fenergo Portal > Support Journey Level Data

]]> General <![CDATA[Enabling Different Roles to Complete Different Tasks]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/02/12/general/Enabling-Different-Roles-to-Complete-Different-Tasks https://docs.fenergox.com/release-notes/portal-release-notes/2025/02/12/general/Enabling-Different-Roles-to-Complete-Different-Tasks Wed, 12 Feb 2025 00:00:00 GMT 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

User Guide Reference: Using the Fenergo Portal > Enabling Different Roles to Complete Different Tasks

]]> General <![CDATA[External Data Support – New Request Flow]]> https://docs.fenergox.com/release-notes/portal-release-notes/2025/02/10/general/External-Data-Support-New-Request-Flow https://docs.fenergox.com/release-notes/portal-release-notes/2025/02/10/general/External-Data-Support-New-Request-Flow Mon, 10 Feb 2025 00:00:00 GMT 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.

User Guide Reference: Using the Fenergo Portal > External Data Support

]]> General <![CDATA[Support Account related Fund Trigger Condition]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/12/18/general/Support-Account-related-Fund-Trigger-Condition https://docs.fenergox.com/release-notes/portal-release-notes/2024/12/18/general/Support-Account-related-Fund-Trigger-Condition Wed, 18 Dec 2024 00:00:00 GMT 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.

User Guide Reference: Configuring the Fenergo Portal > Support Account related Fund Trigger Condition

]]> General <![CDATA[Optimise Investor Link - Display Fund and Investment Account Information on Dashboards]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/11/15/general/Optimise-Investor-Link-Display-Fund-and-Investment-Account-Information-on-Dashboards https://docs.fenergox.com/release-notes/portal-release-notes/2024/11/15/general/Optimise-Investor-Link-Display-Fund-and-Investment-Account-Information-on-Dashboards Fri, 15 Nov 2024 00:00:00 GMT 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.

User Guide Reference: Using the Fenergo Portal > Funds Dashboard & Optimised Investor Linking

]]> General <![CDATA[Read Only Datagroups]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/11/15/general/Read-Only-Datagroups https://docs.fenergox.com/release-notes/portal-release-notes/2024/11/15/general/Read-Only-Datagroups Fri, 15 Nov 2024 00:00:00 GMT This feature extends the Read Only functionality for Data Groups from Fen-X to the Portal. Data Groups marked as Read Only in Fen-X will be uneditable in the Portal, preventing unauthorized modifications and ensuring data integrity. The Add button will be hidden for Read Only Data Groups, and users will not be able to edit or delete values.

User Guide Reference: Using the Fenergo Portal > Journeys & Tasks

]]> General <![CDATA[Portal: User Guidance]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/11/12/general/Portal-User-Guidance https://docs.fenergox.com/release-notes/portal-release-notes/2024/11/12/general/Portal-User-Guidance Tue, 12 Nov 2024 00:00:00 GMT The Portal User Guidance feature provides step-by-step instructions within the Portal, helping users complete tasks like onboarding and document submission more efficiently. Customizable guidance, including markdown elements (headers, lists, links), appears at relevant stages to improve user accuracy and experience. This feature ensures users follow required steps correctly, enhancing satisfaction and reducing errors.

User Guide Reference: Using the Fenergo Portal > Portal User Guidance

]]> General <![CDATA[Documents V2 Task Support]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/10/24/general/Documents-V2-Task-Support https://docs.fenergox.com/release-notes/portal-release-notes/2024/10/24/general/Documents-V2-Task-Support Thu, 24 Oct 2024 00:00:00 GMT This feature updates the design of the Document task interface to improve the display and management of mandatory document requirements, including the acceptable document types feature. Key changes include clearer display of mandatory documents (marked with a red asterisk), an updated upload component with a more intuitive icon, and a refined "Document Type" dropdown showing only acceptable document types.

User Guide Reference: Using the Fenergo Portal > Documents V2 Task

]]> General <![CDATA[Support Entity Type Other]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/10/22/general/Support-Entity-Type-Other https://docs.fenergox.com/release-notes/portal-release-notes/2024/10/22/general/Support-Entity-Type-Other Tue, 22 Oct 2024 00:00:00 GMT This feature removes the Quick Link UI restriction, allowing portal users to be linked to an entity type "Other" without any UI restrictions, and ensures the portal continues to function and display correctly. This feature also updates the error message to "Unable to link a portal user to an entity of type Group."

User Guide Reference: Configuring the Fenergo Portal > Portal Quick Link

]]> General <![CDATA[Allow Email Links to be Configurable]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/10/21/general/Allow-Email-Links-to-be-Configurable https://docs.fenergox.com/release-notes/portal-release-notes/2024/10/21/general/Allow-Email-Links-to-be-Configurable Mon, 21 Oct 2024 00:00:00 GMT Clients using SSO or custom portals can now configure the URL for buttons in three email templates: Outreach, Delegated Notification, and Front Office. The URL will be fixed across all templates and will no longer include journey-specific information. Updates to the URL will require a request to the product team. Button text remains editable in Outreach and Delegated Notification templates. Modifications to Auth0 emails are not supported.

User Guide Reference: Configuring the Fenergo Portal > Configurable Email Links

]]> General <![CDATA[Allow Outreach Tasks to be placed in Parallel]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/10/17/general/Allow-Outreach-Tasks-to-be-placed-in-Parallel https://docs.fenergox.com/release-notes/portal-release-notes/2024/10/17/general/Allow-Outreach-Tasks-to-be-placed-in-Parallel Thu, 17 Oct 2024 00:00:00 GMT Multiple processes are now supported within the outreach stage. If a process does not contain the "Create Outreach Snapshot" task or "Import Outreach Snapshot", the Task completion order of "In Any Order" may be selected.

User Guide Reference: Using the Fenergo Portal Outreach Functionality > Parallel Outreach Tasks

]]> General <![CDATA[User Roles Extension: Ability to Configure Additional Roles]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/10/09/general/User-Roles-Extension-Ability-to-Configure-Additional-Roles https://docs.fenergox.com/release-notes/portal-release-notes/2024/10/09/general/User-Roles-Extension-Ability-to-Configure-Additional-Roles Wed, 09 Oct 2024 00:00:00 GMT This feature increases role flexibility by allowing up to 50 roles per tenant, including two non-deletable default roles (Standard and Client). Configurators can create, edit, and manage roles via a new "+ADD" button, and administrators can delete roles (except defaults). Users will be reassigned to a default role if their assigned role is deleted.

User Guide Reference: Configuring the Fenergo Portal > Portal Role Configuration

]]> General <![CDATA[Documents V2: Hide Deferred Documents]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/10/02/general/Documents-V2-Hide-Deferred-Documents https://docs.fenergox.com/release-notes/portal-release-notes/2024/10/02/general/Documents-V2-Hide-Deferred-Documents Wed, 02 Oct 2024 00:00:00 GMT This feature introduces a new toggle to hide deferred documents from portal users, similar to the existing functionality for hiding waived documents. The toggle is configurable, allowing clients to decide whether to display or hide deferred documents based on user role. By default, deferred documents will be visible, maintaining the current behavior.

User Guide Reference: Configuring the Fenergo Portal > Hide Waived and Deferred Documents

]]> General <![CDATA[Enforce Mandatory Ownership & Control Capture on Standard Related Party task]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/09/30/general/Enforce-Mandatory-Ownership-Control-Capture-on-Standard-Related-Party-task https://docs.fenergox.com/release-notes/portal-release-notes/2024/09/30/general/Enforce-Mandatory-Ownership-Control-Capture-on-Standard-Related-Party-task Mon, 30 Sep 2024 00:00:00 GMT The user will have the ability to Enforce Ownership and Control Guidance as part of the Standard Related Party task, guiding the user through the process of adding related parties. Previously this was guidance only

User Guide Reference: Using the Fenergo Portal > Ownership and Control Rules in Related Party Tasks

]]> General <![CDATA[Bypass Portal Homepage on Login]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/09/11/general/Bypass-Portal-Homepage-on-Login https://docs.fenergox.com/release-notes/portal-release-notes/2024/09/11/general/Bypass-Portal-Homepage-on-Login Wed, 11 Sep 2024 00:00:00 GMT Clients who use the authentication approach of username/Password and want to avoid users navigating to the Portal Homepage before navigating to the login screen can append /redirecttologin to the URL.

User Guide Reference: Configuring the Fenergo Portal > Bypass Fenergo Homepage on Login

]]> General <![CDATA[Support Data trigger on Entity data/Documents based on Product trigger condition]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/08/22/general/Support-Data-trigger-on-Entity-dataDocuments-based-on-Product-trigger-condition https://docs.fenergox.com/release-notes/portal-release-notes/2024/08/22/general/Support-Data-trigger-on-Entity-dataDocuments-based-on-Product-trigger-condition Thu, 22 Aug 2024 00:00:00 GMT Enhancements within Policy now integrate Product data into rule construction across several configuration options, enabling more precise and dynamic rule-based actions. Users can now trigger automated actions on Entity Data or Documents based on specific Product trigger conditions in the portal.

User Guide Reference: Configuring the Fenergo Portal > Related Product Trigger Conditions

]]> General <![CDATA[Suppressing Automated Verification Emails]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/08/22/general/Suppressing-Automated-Verification-Emails https://docs.fenergox.com/release-notes/portal-release-notes/2024/08/22/general/Suppressing-Automated-Verification-Emails Thu, 22 Aug 2024 00:00:00 GMT Allow the suppression of the verification email when a portal user is added in Fen X via the quick link task or via portal user management

User Guide Reference: Configuring the Fenergo Portal > Suppressing Automated Verification Emails in Fenergo Portal

]]> General <![CDATA[Manage Products Task Support]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/08/07/general/Manage-Products-Task-Support https://docs.fenergox.com/release-notes/portal-release-notes/2024/08/07/general/Manage-Products-Task-Support Wed, 07 Aug 2024 00:00:00 GMT Portal users will be able to add one or many products during a journey and provide details about the type of product and any additional data requirements.

User Guide Reference: Portal Functional User Guide > Manage Products

]]> General <![CDATA[Improved Filtering by Configurable columns - Datafield Type]]> https://docs.fenergox.com/release-notes/portal-release-notes/2024/07/30/general/Improved-Filtering-by-Configurable-columns-Datafield-Type https://docs.fenergox.com/release-notes/portal-release-notes/2024/07/30/general/Improved-Filtering-by-Configurable-columns-Datafield-Type Tue, 30 Jul 2024 00:00:00 GMT This feature allows clients to filter based on the field types Number and Dropdowns to more easily search and find the information they need.

User Guide Reference: Portal Configuration User Guide > Portal Dashboards

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