New Features
Portfolio Management
Visualise a group of SMEs across various risk dimensions to manage risk profiles with portfolio management.
Read more with our support article.
Portfolio Monitoring
Portfolio monitoring will refresh all SMEs within portfolios on a defined frequency: monthly, quarterly, biannually, or annually.
Read more with our support article.
Portfolio Alerts
Monitor the risk profile of the SMEs within portfolios over time, and notify selected users if any SME breaches risk alert thresholds.
Read more with our support article.
Portfolio Reports
Portfolio reports are a way for users to collectively view the risk metrics and descriptive analysis of the companies within their portfolio.
Read more with our support article.
API Webhooks
Webhooks will help API users stay notified and enable them to automate their API calls off the back of the webhook.
Users can setup Webhooks through a button at the bottom of the organisation page.
Batch Report: Select All
By selecting either of the "All" buttons, users can add all SMEs to, or remove all SMEs from a portfolio.
Enhancements
Cancel a Batch Report
Users can now cancel batch reports after running a new batch, ending the process before it is completed.
LinkedIn Widget
We've replaced our Twitter widget on the dashboard page with LinkedIn to share the latest Wiserfunding updates with our users from our main social platform.
Other Bugfixes
Routine stability and reliability tweaks.