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