Now fund managers can mark subscription workflows as complete without requiring a fully signed document.

This improvement will allow more flexibility to reflect the true status of your subscriptions more accurately.

Key Benefits:

• Customizable Workflow Completion: End workflows at any stage to better match your specific use cases, whether it’s IOI distribution, wire instruction collection, or AML/KYC workflows.
• Improved Progress Tracking: Keep investors informed and track subscription progress with more precision.
• Enhanced Communication Options: Decide whether or not to notify investors at each stage, reducing unnecessary communications.