Fund managers can now directly assign or unassign subscription orders to any invited advisor entities, instead of relying solely on advisors to create subscriptions themselves to carry advisor entity tag. 

Who affected? 

Fund managers who enable Advisor Management in Fundsub 

Key benefits 

• Fund managers can assign any subscriptions they created (directly on FS, through CRM or IDM,…) to the targeted advisor entities 
• Fund managers can unassign any subscriptions from advisor entity if they think the subscriptions belong to a different advisor entity 
• Fund managers have the flexibility to complete actions in batch or one by one 

How to use? 

Check out this Helpjuice article to learn how to use this feature.