February might be the shortest month, but we packed in plenty of improvements! 🚀
We have redesigned how investor profiles are displayed and selected to improve clarity and accuracy, helping you:
✔ Easily select the right investor profile—see all your investor profiles. ✔ View key investor details at a glance –with a new tile-based layout. ✔ Ensure profiles stay up to date with completion percentages and last updated timestamps.
What’s new?
🔹 New Investor Profile Tiles – Profiles are now displayed as tiles with clear information such as legal name, registration details, address, and profile completion percentage. 🔹 Search & Filter Functionality – Quickly find investor profiles with a new search bar. 🔹 Smart Sorting – The three most recently used profiles appear first for faster selection.
These updates ensure a smoother onboarding process for both investors and fund managers, reducing errors and improving efficiency.
To reduce errors and enhance compliance, we have implemented an international TIN format validator that automatically checks tax identification numbers across different jurisdictions.
Stay ahead of compliance risks! You can now subscribe to email notifications for any changes in an investor’s name screening results of your funds and vehicles, keeping you informed in real-time.