Unlock unparalleled flexibility in investor management!  We've supercharged how custom fund manager teams handle investor group access, making your workflows faster, smoother, and more efficient than ever before!

🔍 What’s Changing?

Previously, custom GP groups were limited to a single investor group, restricting flexibility for fund administrators. This often led to inefficient workarounds.

With this update, custom GP groups can now access multiple investor groups, enabling more dynamic workflows and stronger compliance processes.

✨ Why It Matters?

✅ Diverse Personas, Better Collaboration: Fund administrators can now invite and manage a wider range of investor personas, ensuring precise access control for different roles.

✅ Smoother Workflows: Reduce manual access management and improve operational efficiency.

✅ Faster Decision-Making: Empower key personas with the right data at the right time for more agile fund management.

🚀 Key Enhancements:

✔ Expanded GP Group Access: Custom GP groups can now access multiple LP groups.

✔ New Investor Group Column: Added to the Master Dashboard for better visibility.

✔ Enhanced Export & Filtering: Investor group tags now included in dashboard exports.

✔ Improved Invitation Workflow: Custom GP groups with multiple LP groups now see investor groups in a selection format for streamlined management.

🚀 This update is LIVE! Start using these features today to optimize your fund administration.

💡 Have questions? Our support team is here to help!