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Investor groups and API webhook

September 2023 Product Update

September Product Updates

CONTENTS

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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.

Investor Groups - From Anduin Platform


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.

Investor Groups - From Sharable link or Public API

 



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).

Subscription Touchscreen Mockup


UX improvement

We've now moved the dashboard view tag (Private or View only) next to the dashboard name.

UI/UX Improvement - Moved dashboard view tag

 

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