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.