Looking for product updates? You've come to the right place!

Every month we pull together the best of the best new features and product updates. Take a look at what has been introduced in July 2023.

Ability to batch add and update investor’s value

Fund managers  can now efficiently update values for selected investors in batches. This time-saving feature eliminates the need for manual individual updates, allowing fund managers to make changes to multiple investors simultaneously.

You can access this functionality through the Batch dropdown on the Master Dashboard. Experience enhanced productivity and streamlined investor management with this valuable feature addition.

Figure 1: Fund manager updates investor’s value from the Batch Action.
 

Figure 2: Fund manager selects the columns to update.


Figure 3: Fund manager makes updates to the selected columns.


Figure 4: Changes and updates reflected on the dashboard.

Custom IDs on Fund Subscription dashboard

Fund managers can now easily view custom IDs for each investor on the Fund Subscription Dashboard by utilizing the Custom ID column. This new feature allows for quick and convenient identification of investors by their respective custom IDs.

When sorting this column, fund managers will find investors with the same ID grouped together on the dashboard, enhancing data organization and simplifying investor management.

Restrict investors from accessing Fund Subscription without a prepared subscription

The shareable link feature is convenient as investors can access the platform without help from the fund manager. However, fund managers are unable to control who can access the link and create a new subscription.

With this new feature, fund managers can now easily control access limiting it to investors who have a prepared subscription. This enhancement saves valuable time and streamline the process of managing fund access.
 

Interested in enabling this feature on your account?
Contact our support team →