The following features and improvements are now live in FundPanel:
Investor Portal Updates
Portal Security Updates
Multifactor Authentication is now available to be enabled for specific portal users within an organization
Portal Admin Updates
Document Activity in the Admin section of the Investor Portal improved for easier visibility and navigation
Last downloaded and last viewed now delineated
CSV Export now contains more detailed for easier filtering
Receive Portal Notifications checkbox added to Org Admins so only selected Portal Admins will receive new user activation success/error notifications and help requests submitted from the LP Portal
Portal Customization Options and UI Updates
Carried Interest can now be displayed in the individual Capital Account objects on the Capital Accounts tab of the Investor Portal
When creating a Capital Account from FundPanel Advisor Investor Relations, the field is called Incentive Allocation
To enable go to the Admin section and check the box for Capital Account Capitalized Interest
The Overview Tab can now have the Current Value and/or the TVPI Metrics hidden from the Admin section
To hide Current Value or TVPI from displaying on the Overview Tab, click into Admin > Organization Settings and scroll to Action Buttons
To view more information on the Overview Tab of the Investor Portal, visit the Investor Portal Walkthrough
Capital Calls tab:
The Paid Stamp in the Capital Calls tab has an improved UI
A strike through now appears over the Amount Due once the call has been paid
FundPanel Advisor Updates
Schedule of Investments enhanced with addition Company fields available
Can now add Sector
Can also add an additional custom Custom description category
Bug Fixes and Improvements
CSV Import error handling improved
Xero Sync error handling improved
Validations added when xero org or Bank Account IDs are empty on Fund Accounts
Delete documents preview UI improved
Updated messaging for delete/download documents preview on the Commitment