Handle multi-currencies, external funds, and document sharing easily with Investor Data Management

This month, Investor Data Management (IDM) introduces several updates to streamline your workflows, including the ability to track multiple currencies in one place, consolidate historical data, and share documents more efficiently. Here’s a closer look at what’s new:

1.  Multi-Fund Commitments: Track Multiple Currencies in One Place

The commitment section of the subscriptions tab now displays multiple currencies for investors with commitments across different funds. This update ensures that all commitment amounts are visible directly within the investment entity’s subscriptions tab.

2. Adding External Funds into Investor Data Management 

Funds can now add external subscriptions directly into IDM, creating a central hub for all client and fund data. Fund managers gain better oversight and improve operational efficiency by consolidating everything in one place.

You can now add external subscriptions directly into IDM, creating a central hub for all client and fund data. This improvement gives fund managers better oversight and enhances operational efficiency by consolidating all data in one place.

3. Batch Document Sharing Made Easy 

Sharing documents with investors is now simpler when inviting them to Fund Subscriptions using IDM data. You can easily select and share multiple documents of the same type in one action. The updated interface ensures a faster, more efficient process with fewer chances for error.

Thank You for Exploring Our Latest Enhancements!

We hope these enhancements make your workflows smoother and more efficient.

Stay tuned for more updates designed to support your success! If you have any questions or need help with the new features, our team is here to assist you.