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. 

What’s New:

Say goodbye to emails and spreadsheet communication. Now, advisor tags let fund managers add custom notes or context directly to subscriptions. These tags appear instantly on the advisor’s dashboard, eliminating the need for email threads or offline updates.

Who this Affects:

Fund managers using Advisor Management, advisors using Advisor Advantage

Why It Matters:

• Real-time collaboration: Updates and context are shared instantly, keeping everyone on the same page.
• Clarity and transparency: Custom tags make it easy for advisors to track the latest details for each subscription.
• Streamlined workflow: No more chasing status updates or searching through emails.

How Does It Work:

• This feature available for users who are already using Advisor Management. Reach out to our Customer Success team to enable this feature
• This tag can be added, edited and managed like the existing tags on Fund Sub. You will see a note that this tag column is external communcation (because it is visible on Advisor’s Dashboard)

Where Can I Learn More:

Reach out to our Customer Success team to learn more and request to enable this features. 

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.