The following features and improvements are now live in FundPanel:
Investor Portal
- Search function added to Investment Vehicle selection for Portal Admins and contacts for multiple LPs to more easily locate specific LPs.
- Admin capabilities have been enhanced to support larger orgs and eliminate the error message some teams were experiencing.
- You can now login and open the Investor Portal in multiple tabs, and will no longer encounter an error message requiring you to logout.
- Character limitations on the Investor Details tab have been expanded to accept longer entries.
- Additional Tax classification options added to the Tax Details form.
- Confirm button was added to the Wire Details form for cases where there is no change to the existing Wire Details on file.
- Audio and Video files (with a size limit of 40 MB) and Zip files can now be uploaded onto the Investor Portal.
FundPanel Advisor
- Multiple Bank Accounts for Syncing Transactions can now be selected.
- FundPanel now supports multiple bank accounts per Fund, so when you send a transaction from FundPanel to Xero you can select the correct bank account. For instructions on adding additional bank accounts to a Fund, and syncing transactions from FundPanel to Xero, visit Xero API Overview and Set Up.
- The Contact Role page layout has been updated to include the new roles associated with the Investor Details tab.
- The Enable/Disable/Re-Send Welcome functions on the Portal Users tab improved from 100 to 300 simultaneous selections.
- When saving an SOI you will now be directed to download either the excel or pdf version, and no longer need to navigate back to the Fund to access the excel version.
- SOI Report updated to properly calculate if there are two valuations on the same day.
- Stock Distribution page layout improved to differentiate calculated fields from fields to be entered manually.
- Validations for generating Investor Portal links have been added to ensure links lead to the correct tab or tab item.