Cross-region navigation & enhanced reporting

Anduin now simplifies fund management across regions, with the introduction of seamless cross-region navigation to select the location of your data residency. 

This month sees further improvements, including improved sorting options for funds on the homepage, customizable sub-doc filenames, and enhanced reporting options. Read on to learn more...

Enhanced sorting options on homepage

In order to help fund managers focus on the newest funds, we've introduced a new sorting feature that prioritizes recently created funds.  To precisely arrange funds by creation date, they’ll be sorted meticulously by date, hour, minute, and second. 

We know that many of our clients manage numerous ongoing funds at the same time, so in order to provide a more comprehensive overview on the homepage, we now also display five funds instead of only two. These enhancements work together to create a more dynamic and user-friendly experience for both fund managers and investors.

Seamless EU data residency and cross-region navigation

Navigating from one region to another in order to select the data residency location (EU or Global/U.S.) from within the application is now an incredibly easy and intuitive experience.

Enjoy a new and improved user experience that simplifies fund management across regions and ensures you have complete control over where your valuable information is housed.  This improvement aligns with our commitment to empowering users and providing a best-in-class experience.

Customizable file names with key variables

You can now leverage custom investor ID and close date variables to generate clear and informative file names for sub docs on the fly. This eliminates the need for manual naming, reducing the risk of human error and ensuring consistent naming conventions across your entire document library.

Effortlessly identify specific sub-documents at a glance, with essential information like investor ID and close date embedded directly within the file name.

Detailed insights with an enhanced reporting tab

Now, GPs can delve deeper into comprehensive fund-currency information with a single click. Simply locate the mini chart representing the fund you'd like to analyze on the Reporting dashboard, and click the “View detail” button. 

This expanded view provides critical data points, including estimated commitment, capital, and accepted capital commitments. This empowers you to make informed decisions with ease, all within a streamlined and user-friendly interface. 

Introducing client groups and granular permission to Investor Data Management

In order to enhance control and security over client data, we've introduced Client Groups with granular permissioning. You can now organize clients into specific groups and assign fine-grained access control to users within each group. 

To get started with a more secure and flexible way to manage your client data access, explore the new “Members & groups” tab in Investor Data Management.