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