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