Product Updates

Improve Investor Experiences with Pipe and Portal Enhancements
September 27, 2023
Improve Investor Experiences with Pipe and Portal Enhancements
Dynamic Charts
  • Visualize your filtered data using the new SmartChart feature included in release 14.
  • Charts will automatically update as you change your filters.
  • Include up to 3 collapsible charts per SmartList.

User Interface Updates
  • Modern and streamlined styling and a more intuitive interface create an improved user experience.

Folder View
  • Access all folders right from the due diligence page
Automatically Impersonate from the Admin Portal
  • Experience the flexibility of using the impersonate feature without having to log into the portal
Find Document Optimization
  • Date filter default and optimized search process for improved search functionality
New Due Diligence Page Widget
  • Link out to subscription document process from the portal
Portfolio Updates
  • New features and configurability include group by, arrow scroll and holding level reporting
Fund and Investment Level Defined Fields
  • Provides the ability to track and report on client customized fields
Ability to Append the Investor Name to Downloaded Files
Ability on Document Upload to Use the Filename as the Document Title

Reach out to your account manager to further review these new features.

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