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.

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.

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.

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.

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.

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: