What’s new in FundPortal

FundPortal is constantly improving to deliver the optimal fund marketing experience.

5.2 Release notes: October 2022

Kanban board

The kanban board is a new way of displaying and managing your prospect pipeline. It’s a highly visual screen found throughout many CRMs, listing all deals in an interactive table format, with each column representing a status within the pipeline.
5.2 Release notes: October 2022

Other new FundPortal enhancements

  • Reduced vulnerability – Bank level security for all FundPortal users
  • Platform optimisation – Increased speed across all modules

Previous FundPortal releases

the best client portal on the market

July 2022 – Release 5.1

Following a big 5.0 upgrade, the 5.1 release adds some small, but mighty new features to FundPortal.


August 2022 – Release 5.1.1

View some of the minor features released to FundPortal in August.