Q2 2025 Release Notes: UX, Capital Calls & Integration Enhancements
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.
