✨ What’s new

Anduin Investor Portal allows you to customize your email sender details and/or configure your own SMTP settings directly in the app. This gives firms greater control over how investor communications are sent, without needing external setup or coordination.

👥 Who can use this feature?

All firm admins using the Investor Portal can configure these settings.

💡Why it matters

Email sender details and email server play a critical role in how firms communicate with investors.

This feature is especially valuable for firms that:

• Want investor emails sent via Anduin to clearly reflect the firm’s own branding, including sender name and email address; or
• Prefer to manage their own email domains or servers, while keeping all configuration details internal to the organization.

Key benefits

• Improved trust with LPs: Emails are sent under your firm’s name or through your own email server, creating a more branded and professional experience.
• In-app management: All email settings can be managed directly in the app—no external tools or support required.
• Flexible server options: Choose between Anduin’s email service or your own SMTP server based on your firm’s preferences.

⚙️ How It Works

Where to find it

In the Investor Portal app, go to the Settings tab → Email server sub-tab.

Option 1: Standard Email Customization

This option allows your firm to customize sender details while emails continue to be sent via Anduin’s email servers. You can customize:

• Sender name
• Sender email name (for example, portal@yourfirm.com)

This option is suitable for firms that want a branded sender identity without managing their own email server.

Option 2: Custom SMTP Server

This option allows your firm to send investor emails directly from your own email server and domain. You can:

• Configure SMTP host, port, and authentication
• Define the sender name and sender email address
• Send a test email to verify the setup before using it for investor communications

⚡ Notes:

• Only one option can be enabled at a time; enabling one will disable the other
• Turning off all configurations will default back to Anduin’s default email service