What’s new?

The Microsoft Dynamics 365 - Data Retrieval integration is now live via Integration Hub. Subscription data from Anduin Fund Subscription is automatically synced to Dynamics 365 every time a subscription reaches a configured status — no manual data entry needed.

Why it matters?

Enable automated CRM sync and a trusted source of truth as Dynamics 365 gets updated automatically every time a subscription reaches a configured status. IR, Compliance, and Accounting teams can rely on CRM records that always reflect the final, signed subscription agreement.

Who can use this feature?

• Any FundSub customer using Microsoft Dynamics 365 Sales as their CRM.
• Especially useful for firms managing high volumes of subscription data across multiple funds.

How It Works?

• Automatically pushes subscription data from Anduin Fund Subscription into a dedicated Dynamics 365 custom table
• Supports multi-fund configuration with flexible data template options
• Data is pushed every time a subscription reaches the configured trigger status

To learn more about this feature visit our help center or reach out to our customer service team.

We're excited to introduce Phone OTP as a new recipient authentication method for DocuSign — giving your signers a faster, more secure way to verify their identity.

What's new? Recipients can now authenticate via a one-time passcode sent directly to their phone number before accessing and signing documents.

Why it matters:

• Enhanced security — adds an extra layer of identity verification
• Familiar & frictionless — most users are already comfortable with SMS/phone OTPs
• Flexible authentication — use alongside or instead of existing methods

Who is this for? Teams and workflows that require stronger signer identity verification before document access.

How to get started: Simply select Phone OTP as the authentication method when configuring your DocuSign envelope recipients.

What’s new?

The DealCloud (Data Room Insights) integration is now live via Integration Hub. Investor engagement activity from your Anduin Data Rooms is now automatically synced to DealCloud in real time — no manual logging needed.

Why it matters?

Every time an investor is invited, joins, views, or downloads a document in your data room, DealCloud gets updated automatically. Teams can choose which investor activities to capture, so your CRM only receives the signals that matter.

Who can use this feature?

• Any Anduin Data Room customer using DealCloud as their CRM.
• Especially helpful for firms with high investor activity and multiple data room participants.

How It Works?

• Automatically pushes investor engagement activity from Anduin Data Rooms into a dedicated DealCloud object
• Supports event filtering across invites, joins, views, and downloads
• Includes a one-time historical backfill on installation to populate past activity

To learn more about this feature visit our help center or reach out to our customer service team.

We are pleased to announce a significant enhancement to the Anduin platform: granular review status tracking across multiple vendor teams for AML/KYC and Tax document reviews.

What's changing

Previously, the dashboard displayed a single unified review status per subscription, making it difficult to monitor progress when multiple vendor teams — such as Legal, Tax, and Compliance — were reviewing different document groups simultaneously. With this update, each reviewer group now has its own dedicated status column, giving you a clear, real-time view of where each review stands.

Key benefits

• Clear visibility by vendor — Track the review status of Legal, Tax, and Compliance teams independently, directly from your dashboard.
• Faster bottleneck identification — Instantly see which document groups are pending, in progress, or complete across reviewer groups.
• Improved operational efficiency — Reduce manual follow-ups and improve coordination between teams.
• More accurate fund reporting — Subscription progress is now reflected with greater precision.

How it works

To activate this feature, Fund Administrators can configure a review workflow per document group by enabling "Use document groups to review investor" in the Review Workflow settings, then assigning the appropriate reviewer groups (e.g., Legal, Tax, Compliance). Once configured, separate status columns will appear in your dashboard with color-coded indicators and filtering options by reviewer group.

Vendors assigned to each document group will receive automated email notifications when investor documents are ready for their review, with one-click access directly to the relevant subscription.

Important notes

• This update has no impact on the investor-facing experience. Investors will not see internal review status columns or workflow steps.
• Existing funds with AML/KYC review workflows already configured per document group will have the new status columns available automatically.
• Review workflow configurations can be duplicated across funds. Please contact your Anduin Customer Success representative for assistance.

✨ What’s new

Advanced white-labeling is now available for Investor Portal emails. It allows deeper customization of email branding to better reflect the firm’s identity and deliver a more consistent, professional experience for investors.

👥 Who can use it

All fund admins can create, manage, and apply email design presets for each supported email type in the Settings tab > Email templates sub-tab

💡 Why it matters

Email notifications are often the most visible touchpoint between a firm and its LPs. A consistent, well-designed email experience helps present information clearly and supports a professional brand presence to investors.

With this new feature, firms can:

• Apply advanced white-labeled designs to Portal emails to align with firm branding
• Create and reuse design presets tailored to different email types and workflows
• Test the full email appearance and content template before sending

⚙️ How it works

Choose an email type

Start by selecting the email type you want to configure. Design presets are supported for:

• Document request notifications
• Landing page invitations
• Document distribution notifications
• Custom emails

Create and select a design preset

For each email type, you manage its design in the Design preset section:

• By default, the Anduin Preset is applied, using your firm’s existing logo and color settings
• You can select an existing preset or create a new one
• Creating or editing a preset opens the email builder, where you can customize headers and footers using prebuilt templates or build them from scratch with modular components such as text, images, buttons, and layout blocks
• Once saved, the design becomes a reusable preset for dedicated for your workflow (e.g., document sharing, invitation to landing pages,… etc.)

Preview the email

Before sending, you can send a test email to preview the full email layout together with the selected content, so you know exactly how it will appear to recipients.

What’s New?

Fund managers now have flexibilities in how to invite advisors. You’d have option to create advisor entity for your advisors or let them create the entity themselves. If you work with some advisors before, you’d have option to reconnect with them

Who this Affects?

Fund managers and Advisors using Fund Subscriptions and Advisor Advantage

Why It Matters?

• Faster and more flexible advisor onboarding
• Clearer control over advisor access and fund participation
• Reduced back-and-forth during setup and follow-ups
• This update helps streamline advisor onboarding while maintaining the permission structure fund managers rely on.

How Does It Work?

For fund managers, please refer to this help document to learn about different method of inviting your advisors: Helpjuice link

If the invited advisors need helps, please share with them this guide: Helpjuice link

✨ 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

🔍 What’s New?

Fund managers can now add custom onboarding instructions directly to the LP subscription experience. These instructions appear on the main subscription page, helping LPs understand next steps and complete subscriptions with greater confidence.

When enabled, instructions remain visible to LPs until they are turned off by the fund manager.

🚀 Why It Matters

Clear guidance reduces friction during onboarding. By surfacing fund-specific instructions at the right moment, LPs can move through the subscription process more smoothly—minimizing confusion, delays, and follow-up questions.

🛠 How It Works

• Fund managers can enable a customizable instruction section on the LP subscription page.
• Instruction content—including the call-to-action button, title, and body text—can be fully customized and previewed before publishing.
• Updates are reflected immediately for LPs and can be adjusted or disabled at any time.

🔍 What’s New?

Advanced white-labeling is now available for outgoing emails in the Fundsub environment for firms that enable this feature. It allows deeper customization of email branding to better reflect your firm’s identity and deliver a more consistent, professional experience for investors.

🚀 Why It Matters

When enabled, your emails look and feel like they come directly from your firm—strengthening brand recognition, building trust, and creating a more cohesive communication experience across every touchpoint.

🛠 How It Works

Header & Footer

• Personalize branding elements such as headers, footers, clickable icons, and images.
• Align email communications more closely with your firm’s brand guidelines.

Email Body

• Supports global styling settings only (e.g. fonts, colors, sizing, background, CTA text and button colors).
• Body customization is intentionally limited to preserve the integrity of dynamic content generated by Anduin.

To explore availability and learn how to enable advanced white-label email customization for your firm, please reach out to our Customer Success team (support@anduintransact.com).

What's new?

We’ve introduced a more flexible and intuitive AML/KYC Document Request experience within the Investor Data Management application.

GPs can stay compliant with up-to-date investor AML/KYC documentation by requesting brand-new documents, validating existing files, and renewing expiring ones—all within a single, streamlined flow. LPs receive clearer instructions and actions, making it easier to complete each request accurately and on time.

Who can use it?

• GPs — to create AML/KYC document requests, send reminders, review submissions, and keep investor documents current
• LPs — to receive requests and easily upload, renew, or confirm the validity of their documents

Why it matters?

For GPs

Enhanced Document Request supports both operational efficiency and compliance by enabling GPs to:

• Maintain complete and current AML/KYC documentation in one unified request flow:
  • Renew expiring or expired AML/KYC documents
  • Confirm an existing document’s validity
  • Submit a completely new document
• Conveniently create follow-up requests when a submitted file is rejected

For LPs

LPs benefit from a clearer, simpler experience with:

• Consolidated email notifications when they are assigned to multiple document requests
• Easy-to-follow steps to upload, renew, or confirm documents
• A cleaner interface that reduces confusion and back-and-forth communication

Where can I learn more?

For detailed steps on how each side uses the enhanced workflow, please refer to our full user guide: https://support.anduintransact.com/investor-data-management/requesting-investors-to-validate-update-or-submit-amlkyc-documents/version/2?kb_language=en_US