Investor groups and API webhook
September 2023 Product Update
Introducing the latest features and enhancements to Anduin from September '23, including investor page tracking, API webhook support, and touchscreen signing.
With the introduction of investor groups, fund managers can now also control accessibility at group level. Read on below to find out more.
Mark investors' pages as viewed
We now support multiple, personalizable, dashboards that are private by default but can be shared with other users. This allows the fund side to construct custom dashboards that focus on different aspects of the subscription, with options to restrict access.
Investor groups
We now offer the ability to control the accessibility of a fund user's group to both current & future investors' data using the concept of the Investor Group. Read on to learn more about the impact on the investor invitation workflow...
From the Anduin platform
The Fund Subscription admin can select which Investor Group the newly invited investors will belong to. Thus, they can control the accessibility of the GP group with the custom roles set to investors’ data.
From a shareable link and via API
All new investors who join from the shareable link will not belong to any investor groups in particular.
API webhook
Webhook allows users to subscribe to event changes. They will be notified when there are changes. We support subscribing to 2 events:
- Order status change
- New order created
Support for signing via touch screen
We now support touchscreen signing on all supported web-mobile browsers (Chrome, Safari, Firefox, Edge).
UX improvement
We've now moved the dashboard view tag (Private or View only) next to the dashboard name.
Published by Andrew Smith -
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