What’s new - Version 1.8
November 2, 2023 6:00 AM (EDT) → 8:00 AM
👥 GP Portal Enhancements
GPs can now access all Investor Documents direct from the GP Portal!
Investor Portal
What’s new?
Entity Filtering: Fund Managers can now easily filter their investor data by "Entity" on the Investor Page.
Investor Snapshot: You can now access and view investors' published documents directly from the Investor Snapshot, providing more comprehensive insights.
Contact Information: Seamlessly stay connected with a comprehensive view of contacts associated with investors, including their recent login activity.
🤓 Enhanced Download and Login Features
Streamlined document exports and personalized logins
What’s new?
Bulk Document Download: Internal and external end users can now download multiple documents at once. You'll receive a convenient and secure download link via email.
Optimized External Login: Investors can now enjoy an optimized login experience with the display of the relevant client logo at the "Valence Login" page.
Bulk Download - Export Confirmation
Updated login page for investors selecting “Access Valence”