Batch reminders for countersignature requests
March 2023 Product Update
This month we see improved efficiency and streamlined processes for Fund Admins, including the ability to formally close a fund on the Anduin platform, and send batch reminders for countersign requests.
Formally close a fund subscription
Fund managers can now choose to formally close a fund on Anduin. Closing a fund will limit investors from continuing to fill out documents, edit AML/KYC documents, or create a duplicate investment entity after a fund has been closed.
Batch reminders for countersign requests
Fund Admins can now save valuable time and effort with the newly introduced Batch Reminder solution. Rather than send out multiple individual countersignature reminders, a single email can be sent reminding everyone to complete their signatures.
This feature eliminates the hassle of managing incomplete countersign requests and streamlines the overall process for Fund Admins. You can find this feature in the batch countersign screens on the Fund Dashboard.
Published by Andrew Smith -
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