Generic onboarding tools weren’t built for the advisor model.
RIAs manage multiple clients across multiple funds simultaneously. The tools they're given were built for direct LP subscriptions — not for the advisor workflow, not for custodial signing requirements, and not for team oversight at the entity level.
Built for both sides of the advisor-GP relationship.
Fund Manager (GP)
Grow through the advisor channel without giving up operational control.
Anduin Advisor Advantage lets GPs maintain oversight through the RIAs channel without the extra effort
01
Invite key RIA contacts
02
Real-time visibility
03
Controls over invited advisor entities
01
Invite key RIA contacts in a few clicks
Select advisors from your existing network, assign roles, and send batch invites in one flow
02
Real-time visibility of advisors’ subscriptions
One view of every advisor's investors and every subscription stage. Form progress, AML/KYC review, and approval status update live
03
Controls over invited advisor entities
Fund manager has full visibility of all entities they invited to the fund, sees advisor’s joining status, fund roles and contributed subscriptions
RIA / Wealth Advisor
Let Anduin handle the heavy lifting. You stay focused on the client work.
Anduin Advisor Advantage was built to support RIAs’ unique operational needs
01
Auto-fill & pre-saved AML/KYC documents
02
Total oversight
03
One-envelope signing for investors
01
Auto-fill from past subscriptions, leverage pre-saved AML/KYC documents
Transfer data to current sub docs from existing documents in the same funds or other funds
02
Total oversight of all funds, all advisors, and all subscriptions
Advisors with admin role can define permissions of members at the entity and funds.
03
One-envelope signing for investors
Investors only receive one envelope for all documents that need to be reviewed and signed
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