During this transition, you may see both names in the application and related documentation.
View the FAQ about what's changing
Release date
June 2026
Summary of enhancements and new functionality
June 25, 2026
The following enhancements have been made for FundCentre Reporting (formerly InvestorVision):
GP portal and LP portal - Dynamic entity names
GPs can now customize how the portal refers to funds, investors, and LPs.
Instead of being locked into fund and LP language, GPs can use corporate terms such as Companies and Stakeholders to match their business structure.
This setting is configured when the portal is created and should not be changed after LPs start using the portal.
GPs can configure this option from the portal Admin menu in the Details page by using the Investment Type field.
Templates are also updated to include the new corporate terms.
This update helps GPs align portal terminology with the organization's preferred naming conventions.
LP portal - Accessibility enhancements
LPs can now navigate the FundCentre Reporting application without a mouse. All screens, menus, and document actions support keyboard navigation. Visible focus indicators show the current selection, and updated color contrast improves usability for users with low vision or color blindness.
GPs can also share an independent VPAT audit report with clients during accessibility reviews and procurement processes.
This update supports WCAG2.1 accessibility requirements, including requirements for SEBI-regulated organizations and organizations in North America.
GP portal - Read-only metadata for posting documents
GPs can no longer edit metadata directly for individual documents uploaded using Postings. Documents now inherit metadata from the parent posting. Any updated made to the posting are applied consistently across all associated documents.
This enhancement ensures consistent metadata across posting documents and related reports.
GP portal - Ad hoc notifications for documents
GPs can now send ad hoc notifications without attaching a document. Notifications can be sent to all users in a fund, a custom group of recipients, or users assigned to specific LP roles, such as tax or legal contacts.
The Preview Notifications screen is available whether notifications are initiated from the Add (+) menu on the top-right of the screen or from Send Notification in the Users page.
This update provides flexibility to GPs when sending LP communications.