InvestorVision - April 2025

  • Updated
InvestorVision is now called FundCentre Reporting.
During this transition, you may see both names in the application and related documentation.
View the FAQ about what's changing

Applies to: Everyone
 

Release Date

April 2025

Summary of enhancements and new functionality

Ability to take a fund offline - You can now set individual funds to an offline status to minimize portal service interruptions and streamline the process of adding additional funds. While a fund is offline, notifications are disabled and are reactivated when the fund brought back online.

New fund strategies - Additional values have been added to the Strategy field for classifying funds, improving qualitative data about funds.

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