Profile and People are now one click away in LP portfolios

We simplified navigation in the limited partner (LP) portfolio so the pages you use most are easier to find. Updating your own details or adding people to your portfolio now takes one click instead of three.

  • People now has its own spot in the sidebar

  • Account Settings opens straight to Profile, with Tax, Address, and Payment information listed underneath

  • Each page is titled after what it is, such as "Profile" or "Tax", instead of a generic "Settings"

  • Your pages and data are unchanged, they just moved up a level

This is live for LP portfolios now. We plan to bring the same change to general personal portfolios in the near future.

Easier access to Profile makes it simpler to keep your Tax ID and address current. Tell us how it feels in the comments.