We hope you’ve had a fantastic start to the new year and are feeling energized for what’s ahead. As we embrace 2025, we’re excited to introduce some substantial updates to our platform.

In this month’s edition:

• A new look
• Localization of Client Portal and App
• Greater flexibility with Multi-Segments
• DORA deadline

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ANNOUNCEMENT

A New Look: Redesigned User Interface

We’re thrilled to share the beta release of our redesigned User Interface (UI), bringing a fresh, updated look to the Advisor Portal. This update isn’t just about aesthetics - it’s about making your experience more intuitive, efficient, and enjoyable.

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What’s New?

• Simplified Navigation: Finding what you need is now easier with a cleaner layout and improved menus. Instead of tabs within subpages, everything is now organized into a single collapsible menu on the left. This means you can switch between sections in the advisor portal using one streamlined navigation column - no more clicking through multiple layers to reach key pages.
• Upgraded Dynamic Dashboards: Customize your insights with ease using our enhanced dashboards, featuring new templates and improved visualizations. We’ve introduced a sleeker dashboard builder and new customization options, allowing you to personalize dashboards not only in the client and main overview pages but also in portfolio and instrument pages for a more comprehensive view.
• Improved Performance: Experience faster load times and smoother interactions, even with large datasets. We’ve reworked how data filters are managed behind the scenes, making it quick and seamless to switch between views or apply filters on dashboards and grids.
• Tailored Features with Custom UI Components: Our new design also includes a custom-built component library. This means more flexibility to introduce unique features, from tailored widgets and tables to smarter filters and selectors - all with a consistent, modern look.

Book a demo with our team to explore our platform.

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COMING SOON

Multi-Language Support for the Client Portal and App

Our Client Portal and App are being translated to support multiple languages, with an initial focus on Danish, German, and Dutch. Going forward, we can quickly add new languages upon request using AI-powered translation tools.

Here’s what you can expect:

• Client Priority: The multi-language feature ensures your clients can navigate and interact with the portal and app in their preferred language.
• Localized Experience: Expand your reach with tailored language support for diverse markets.
• Additional Languages: Request new languages to be added to align with your specific business needs.

Please note that the Client Portal and App are being localized first, with the Advisor Portal to follow soon after. We will keep you posted on the progress and let you know when the new languages are live.

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COMING SOON

Multi-Segments for Greater Flexibility

Multi-Segments is a powerful feature that allows you to assign clients to multiple segments, providing great flexibility in managing your business.

With Multi-Segments, you can:

• Assign clients to multiple segments to accommodate different fee structures, layouts, theming, rules, and permissions.
• Tailor experiences and configurations for clients with diverse requirements or overlapping needs.
• Streamline your segmentation processes while maintaining full control over your business operations.

This feature is perfect for organizations with complex client structures or varying service levels. Stay tuned for the launch!

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DIGITAL OPERATIONAL RESILIENCE ACT

Are You Prepared for Today's Deadline?

The DORA compliance deadline is today, Friday, January 17 - a crucial milestone for regulated financial entities.

Meeting this deadline requires more than a checklist. It calls for a comprehensive approach to achieve and maintain operational resilience.

That’s where DORAedge comes in. The platform provides real-time visibility into your entity’s compliance with DORA, enabling you to manage your ICT network, monitor risks, respond to incidents, measure the effectiveness of your governance, and report seamlessly to Competent Authorities.

Unsure if DORA applies to your organization? Find out here.

Compliance doesn’t end at the deadline - DORAedge helps you maintain resilience long after January 17.

Start your DORAedge trial now or book a demo with our team to explore the platform.

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