Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Software update: Wednesday 24th September 2025 7am - 7:30am

On Wednesday, we're updating EPortfolio & Engage, to introduce some improvements to existing features.
This update will require downtime.

Release notes can be found here for EPortfolio 
Release notes can be found here for Engage 



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Search for and add a Standard

  User Roles

This feature can be used by the following user roles:

  • Client Owner
  • Finance Admin

 To search and add a standard to your organisation, follow the steps below:

  1. Click Manage Standards in the navigation menu
  2. Click Add a new standard
  3. Search on the title of the standard
  4. Select the standard from the list
  5. Click Add standard

If you're unable to find the correct standard, contact our team here.

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