Portal User Experience Improvements

Enhanced Navigation Bar

• Refined 3-column layout for improved center alignment.

• Replaced down-arrow icon with “Menu” text on smaller screens for better clarity.

• Increased font size for enhanced readability.

• Added tooltips to all navigation buttons.

Image Updates

• Updated default portal images for better visual alignment with customer fund types.

External Links in Portal

• Configurable external link button available in the top-right menu, ideal for linking to external forms and resources.

Capital Call Enhancements

Customizable Letters

• Now support configurable headers (single or multi-page).

• Footers with HTML content.

• Optional page numbering.

• Customizable date formats for investor communications.

Redemption Lifecycle Enhancements

Redemption Management

• Added new Redemption Period and Redemption objects for streamlined redemption requests.

• Automated redemption eligibility validation against notice periods, investment commitments, and redemption limits.

• Clear status visibility and actionable steps directly through the new Portal Redemption Component.

System & Integration Improvements

SFTP Integration

• Enabled enhanced and streamlined secure SFTP file transfers for seamless external data exchanges.

Ownership and User Assignment Flexibility

• Enhanced configuration to support multiple owner assignments, improving account management scalability.

Bug Fixes and Feature Enhancements

• Various product improvements are driven by customer feedback and technology advancements.