During this transition, you may see both names in the application and related documentation.
View the FAQ about what's changing
Release date
April 2026
Summary of enhancements and new functionality
April 16, 2026
The following enhancements have been made for FundCentre Reporting (formerly InvestorVision) :
FundCentre Reporting - Rebranding
InvestorVision is now called FundCentre Reporting. This is a name and branding change only.
You will see the new name in the login page, navigation, browser tabs, and emails.
Your data, reports, and settings remain unchanged. Existing URLs and bookmarks continue to work.
Documents - Ask Link
LPs can now use Ask Link to search and ask questions across documents.
Ask Link returns answers with source references. Documents supported by Ask Link show a symbol.
The search can also be limited to a single document when needed.
This helps LPs find information faster without manual review
Note: Ask Link is available only for EU-hosted portals and GPs must enable the feature for LPs.
Posting with no split code - Retain original file name
GPs can now keep the original file name when posting documents using no split code.
GPs can select No Split Code and check the Retain Original Filename option. This option must be selected each time for a posting.
This update allows consistent document naming across uploads.
Reminder notifications
GPs can now send reminders to LPs who have not viewed a document using the Notifications tab.
They can send up to three reminders per posting. There must be a 24-hour gap between each reminder.
The system sends reminders only if no users from that LP have viewed the document.
This update reduces manual follow-ups and missed communication.
Data Screens - Hedge balances and currency display
LPs can now view hedge balances with currency data in the portal. This is available to the SS&C Fund Admin clients with both documents and data licenses.
Hedge balances appear in the Investments section. Currency is displayed with the data.
This update provides a single view of documents and data in the portal.