No matter how sophisticated your tech stack is, manual work like copying, pasting, and moving files can slow you down if your systems don’t communicate seamlessly.

Now, you can connect Anduin to your existing tools and automate tedious tasks, giving you more time to focus on what truly matters.

What Can You Expect?

👉 No more copy and pasting - Investor records automatically sync to your CRM.

👉 No more drag and dropping - Documents flow straight to your drive.

👉 No more chasing updates - Tailored investor activity alerts keep you informed.

With its plug-and-play setup, your integration will be ready in just a few clicks. Ready to streamline your workflow? 

In Fund Subscription, navigate to your top right corner and click “Connected apps”.

Or, click here to go to our website 

Learn more

Ready to Transform How You Manage Advisors on Fundsub?

Between tracking subscriptions, organizing paperwork, and coordinating communications, advisor management steals focus from strategic growth. Our new Advisor Workflow streamlines these processes, giving you back hours to focus on what matters most.

What’s New?

For Fund Managers - Take control of your advisor relationships with a purpose-built collaboration hub

• Invite and onboard advisors in minutes
• Monitor all advisor subscriptions in real-time from a centralized dashboard
• Manage all invited advisors efficiently in one place

For Investment Advisors - Experience a reimagined subscription management workflow

• Access all fund opportunities and client subscriptions through a single, intuitive interface
• Oversee multiple client subscriptions with our optimized portfolio view
• Create and manage advisor entities seamlessly for enhanced organizational control

Who Benefits?

This update is designed for:

• Fund Managers collaborating with investment advisor firms, including Registered Investment Advisors and Wealth Management firms
• Advisors managing multiple client subscriptions across different funds

Why It Matters?

Scale your advisor relationships without scaling complexity:

• Onboard and manage advisors efficiently at scale
• Track advisor contributions in real-time
• Collaborate more effectively with your advisor network
• Deliver a premium experience that keeps advisors coming back

How to enable?

Ready to transform your advisor relationships? The new Advisor Group and Advisor Advantage are available for activation in your fund environment. Contact our team via support@anduintransact.com to enable these powerful capabilities and take your fundraising process to the next level.

Dear Valued Customer,

We are notifying you of a scheduled database maintenance on Tuesday, 24th December from 22:00 EST to 23:00 EST.

During this time, the Anduin platform will be temporarily unavailable, including:

• Web application
• API services
• Integration hub

To avoid any disruptions:

• Please complete any in-progress work before the maintenance window.
• Pause any integrations using our public API or integration hub and resume them after the maintenance is complete.

This maintenance is critical to enhance our system's performance, security, and reliability. Your data will remain secure and unaffected throughout this process.

We appreciate your patience as we work to improve our services. Our team will minimize the duration and impact of the maintenance.

For questions or support, please contact your account manager or the Anduin Customer Success team at support@anduintransact.com.

Thank you for your understanding and support.

Best regards,

With Anduin's Data Extraction Service, everything your LPs submit - even handwritten documents - is extracted and seamlessly integrated into the Anduin platform. 

Why Anduin’s Data Extraction Service?

• Extract LP data live during fundraising to speed up closings and reduce errors
• Extract and validate data from various supporting documents - MFNs, tax forms, AML/KYC, and more
• Keep LP data at your fingertips for future investment onboarding and post-close operations
• Utilize our Investor Data Management to create a comprehensive, reliable LP database

Plus, you have flexible storage options: data can stay on the Anduin platform or in a fully customizable spreadsheet.

Ready to see it in action? Reach out to your Customer Success Manager or send a demo request to support@anduintransact.com to experience Anduin's Data Extraction Service firsthand!

August 2024 marks a major milestone—Anduin's 10th anniversary of reshaping the investor onboarding experience. We couldn't have achieved this without the trust and support of our incredible customers.

To celebrate, we're sharing some of the key highlights from our journey over the past decade:

• Enhanced Fund Subscription: Introduced powerful new features for smarter management and greater flexibility.
• Investor Data Management: Revolutionized LP data handling with automation and streamlined processes.
• Data Extraction: Transformed all LP data into digital, actionable formats.
• Investor Access: Simplified investor profiles with automated notifications.
• Seamless Integrations: Connect with top CRMs and cloud services.
• And more!

Read the full blog

Fund Managers can now create and manage customizable email templates for investor invites, reminders, and document distributions.

Benefits:

• Targeted Messaging: Customize emails for specific investors.
• Improve efficiency: Save time with reusable templates.
• Consistent branding: Maintain a unified branding across all emails

Go to Settings > Email Templates to learn more on this feature. Create your first email template and start optimizing your communication today!