Features from: 5 August 2026 – new look portfolio homepage

You may have already noticed that we’ve update the portfolio homepage!

It still has all the same information as before, but is now enhanced with:

• Summary tiles at the top of the page showing you key figures about your portfolio:
  • Number of active entities
  • Number of draft incorporations and incorporation questionnaires you are working on
  • Number of live processes
  • Number of events due in the next 7 days
• Upcoming events & deadlines (next 7 days/ next 30 days) on the right hand side.  As well as showing filing deadlines that are managed automatically (confirmation statements and accounts) you can now add your own events to any entity – e.g. insurance renewal, contractual breaks, other regulatory filings.

You can view the full calendar for all entities on the portfolio page:

and also see all events and deadlines for a specific entity on their homepage:

and on the Meetings & Dates page:

We’ll be adding more enhancements to this page soon.  As always, if you have any questions, feedback or ideas for improvement, please let us know!

Last updated: 06/08/2026 by Kudocs Admin