Hi! We noticed that your browser has extensions installed that may cause our website to not display or function properly for you.

For best user experience, we highly suggest to turn off ad blockers or privacy trackers (such as Privacy Badger or Firefox Enhanced Tracking).

Thank you.

June '23 Release Notes - Email digests & notifications

June 2023 Product Updates

CONTENTS

Share this on

This month we see improvements to investor management and communication with new email digests and a revamp of the fund subscription homepage.

With the latest enhancements, Fund Managers can now seamlessly synchronize accepted amounts from the countersignature flows, and AML/KYC requirements are now displayed on the dashboard to streamline your workflow.



New email digests & notification enhancements

Fund managers can conveniently view comprehensive fund details, including recent activity, target amount, and target closing date. Additionally, fund managers can sort funds alphabetically or by recent activity orders, and conveniently filter closed funds.


New additional email digests & notification enhancements - Figure 1
Figure 1: New email settings allow users to setup daily or weekly digests of fund activities.
 

New additional email digests & notification enhancements - Figure 2
Figure 2: Email digest for fund activities.

 



Fund Subscription home page revamp

With this new homepage design, Anduin users who acted as both fund managers and investors can seamlessly switch between managing and participating in funds with ease.

Fund managers can conveniently view comprehensive fund details, including recent activity, target amount, and target closing date. Additionally, fund managers can sort funds alphabetically or by recent activity orders, and conveniently filter closed funds.

Fund Subscription home page revamp - Figure 1
Figure 1: Fund manager view.
 

Fund Subscription home page revamp - Figure 2-1
Figure 2: Investor view.

 


 

Sync accepted amounts in the dashboard & reporting tabs from the countersignature flow

Fund managers can now seamlessly synchronize accepted amounts from the countersignature flows with both the Fund Subscription dashboard and the Fund Subscription reporting. This eliminates the need for manual data entry and ensures accurate and up-to-date information across all relevant areas of the platform.

Sync accepted amounts - Figure 1
Figure 1: Fund manager inputting the accepted amount at the batch countersign flow.
 

Sync accepted amounts - Figure 2
Figure 2: Fund manager inputting accepted amount in the executed documents modal.

Sync accepted amounts - Figure 3
Figure 3: Accepted amount synced to Fund Subscription dashboard.

 


 

Display overview of required AML/KYC documents in the dashboard

Fund managers can now easily access detailed information about AML/KYC document status directly on the Dashboard. By clicking on the status, fund managers can access the relevant information without having to navigate to the "View all documents" view.

In addition, there is a progress bar that quickly informs fund managers of missing AML/KYC documents from each investor. These improvements enable fund managers to obtain the necessary details quickly, enhancing efficiency and facilitating informed d decision-making.

Display overview of required AML_KYC documents in the dashboard

 


Surface user roles in comments

User roles will be displayed beneath their names in comments, providing quick and clear identification. Fund managers can now easily eliminate ambiguity when communicating within Fund Subscription, promoting effective communication and streamlining collaboration within the platform.

Surface user roles in comments

 

 

 

Published by -

Looking for more from Anduin?

Subscribe to our newsletter

The ultimate data platform for fund managers