Redesign all Investment pages (Funds, Analysts, Industries, Countries, etc.) to use a grid-based layout instead of card view. The new layout supports better data comparison, sorting, and filtering capabilities Consolidate “My Funds” and “My Anal...

Currently, browser tab titles across the client portal are inconsistent, with varying naming conventions and formats across different pages and clients. This inconsistency can cause confusion for users managing multiple open tabs, reducing usabili...

Users would like to be able to schedule reports to run at any time and receive results via email (and potentially other modes of delivery).