It is now possible to navigate from the Entity Profile Page of an Investment Account to the related entity via a 'Related Entity' tile on the Investment Account Entity Profile Page.

Agency Bulk Upload no longer requires a Managed Relationship file. Where customers don't hold Managed Relationship data, the Managed Relationship data type can be de-selected on the Agency ETL task, and the system will find or create the Managed Relationship between the Investment Manager and each Underlying Principal during Load. A new Autoname MRs setting gives those Managed Relationships a meaningful name automatically. This is available now on non-live tenants and will be enabled on live tenants from 5 October 2026.

ETL Agency Migration can now automatically name new Managed Relationships that are created without a name, using the format "MR - [Investment Manager Legal Entity Name] - [Underlying Principal Legal Entity Name]". Managed Relationships created by the system no longer display as a generic "Managed Relationship", making them easy to tell apart where an Underlying Principal has several. This is available now on non-live tenants and will be enabled on live tenants from 5 October 2026.

ETL Agency Migration can now automatically launch Fenergo journeys for migrated Investment Managers and Underlying Principals once they have loaded, so that follow-up activity such as onboarding, Risk Assessment, Screening or Due Diligence can begin without launching each journey manually. Journey Launch is available now on non-live tenants and will be enabled on live tenants from 2 October 2026.

Note: this feature is currently available as a Beta and can be enabled on request. Clients interested in this feature should contact their Fenergo representative.

Administrators can now update the email address of a user who signs in via Single Sign-On (SSO) directly from the User Details page, keeping Fenergo in sync whenever a user's email changes on their organisation's side. The change is provisional until the user signs in again via SSO with the new address, which confirms it automatically; a pending change can also be cancelled before that happens, reverting the user back to their original email.

The Risk Details section of the Review & Approvals V2 task now supports configurable risk sub-tabs, surfacing journey-scoped risk assessment results for Entity Risk, Product Risk, and Related Party Risk directly within the reviewer's task.

A set of enhancements are now available in Document Generation, adding new data sources, editor reliability fixes, and expanded related-party coverage.

R&A V2 Profiles now support version control, and can be promoted between tenant environments using Configuration Exchange.

Investment Account tasks can now automatically re-link documents that were already linked in an earlier journey, reducing the need for users to manually re-select documents. Documents are re-linked to matching requirements when the Investment Account is edited in a later journey.

The Fenergo SaaS LexisNexis integration has been upgraded from version 11 to version 12.1 of the LexisNexis Bridger APIs. This keeps the integration aligned with the current supported LexisNexis API version and ensures continued access to LexisNexis service updates.