✨ What’s new

Anduin Investor Portal allows you to customize your email sender details and/or configure your own SMTP settings directly in the app. This gives firms greater control over how investor communications are sent, without needing external setup or coordination.

👥 Who can use this feature?

All firm admins using the Investor Portal can configure these settings.

💡Why it matters

Email sender details and email server play a critical role in how firms communicate with investors.

This feature is especially valuable for firms that:

• Want investor emails sent via Anduin to clearly reflect the firm’s own branding, including sender name and email address; or
• Prefer to manage their own email domains or servers, while keeping all configuration details internal to the organization.

Key benefits

• Improved trust with LPs: Emails are sent under your firm’s name or through your own email server, creating a more branded and professional experience.
• In-app management: All email settings can be managed directly in the app—no external tools or support required.
• Flexible server options: Choose between Anduin’s email service or your own SMTP server based on your firm’s preferences.

⚙️ How It Works

Where to find it

In the Investor Portal app, go to the Settings tab → Email server sub-tab.

Option 1: Standard Email Customization

This option allows your firm to customize sender details while emails continue to be sent via Anduin’s email servers. You can customize:

• Sender name
• Sender email name (for example, portal@yourfirm.com)

This option is suitable for firms that want a branded sender identity without managing their own email server.

Option 2: Custom SMTP Server

This option allows your firm to send investor emails directly from your own email server and domain. You can:

• Configure SMTP host, port, and authentication
• Define the sender name and sender email address
• Send a test email to verify the setup before using it for investor communications

⚡ Notes:

• Only one option can be enabled at a time; enabling one will disable the other
• Turning off all configurations will default back to Anduin’s default email service

What's new?

We’ve introduced a more flexible and intuitive AML/KYC Document Request experience within the Investor Data Management application.

GPs can stay compliant with up-to-date investor AML/KYC documentation by requesting brand-new documents, validating existing files, and renewing expiring ones—all within a single, streamlined flow. LPs receive clearer instructions and actions, making it easier to complete each request accurately and on time.

Who can use it?

• GPs — to create AML/KYC document requests, send reminders, review submissions, and keep investor documents current
• LPs — to receive requests and easily upload, renew, or confirm the validity of their documents

Why it matters?

For GPs

Enhanced Document Request supports both operational efficiency and compliance by enabling GPs to:

• Maintain complete and current AML/KYC documentation in one unified request flow:
  • Renew expiring or expired AML/KYC documents
  • Confirm an existing document’s validity
  • Submit a completely new document
• Conveniently create follow-up requests when a submitted file is rejected

For LPs

LPs benefit from a clearer, simpler experience with:

• Consolidated email notifications when they are assigned to multiple document requests
• Easy-to-follow steps to upload, renew, or confirm documents
• A cleaner interface that reduces confusion and back-and-forth communication

Where can I learn more?

For detailed steps on how each side uses the enhanced workflow, please refer to our full user guide: https://support.anduintransact.com/investor-data-management/requesting-investors-to-validate-update-or-submit-amlkyc-documents/version/2?kb_language=en_US

🔍 What’s New?

Side Letters can now be sent for DocuSign e-signature, including AES and QES - fully aligned with the fund’s main signing workflow.

🚀 Why It Matters?

• Enables your fund to use Side Letter Exchange while meeting AES requirements
• Ensures a consistent signing experience across the main workflow, mini forms, tax forms, and now Side Letters

To learn more about e-signature configuration for your firm, reach out to our Customer Success team.

We look forward to you and your investors experiencing these improvements.

We’ve redesigned the investor landing experience to make the subscription process clearer, more intuitive, and easier to navigate. The new layout highlights key information, shows real-time progress, and helps LPs understand what’s next and stay confident along the way.

🚀 Why It Matters?

• Prioritized layout: Highlights key details investors need first.
• Clear task visibility: Shows progress and next steps at a glance.
• Reduced friction: Active tasks stand out, while unavailable ones fade into the background.

🔍 What’s New?

• Simpler task flow – Every task now displays what it is, why it matters, and exactly what to do next. Buttons are grayed out when actions aren't available yet.
• Clearer progress tracking – A visual summary shows where they are in the subscription process, plus detailed status for document uploads and compliance checks.
• Easier entity management – LPs investing through multiple entities (trusts, LLCs, etc.) now have a dedicated menu and a clear button to add new entities.
• Faster communication – LPs can see the latest comments and flagged items in a quick-view panel without opening every form or document.

If you have any questions, please email support@anduintransact.com.

🔍 What’s new

• Introduced fund tags so fund admins can group and label funds using your internal structure.
• Tags are shared across the firm, giving all team members the same organized view in the Fund Dashboard and Sidebar Navigation.

🚀 Why it matters

Firms with large fund lists get a simpler, more structured workspace:

✓ Faster navigation with less scrolling

✓ Admin-controlled tags for firm-wide consistency

✓ Flexible categories that mirror your internal workflows (Standard Fund, LP Transfer, AGM rounds, and more)

To learn more about advanced workflow category setup for your firm, reach out to our Customer Success team.

✨ What’s new

We are excited to introduce the Communications Hub — a new centralized space in the Investor Portal that connects General Partners (GPs) and Limited Partners (LPs) in one streamlined experience.

This hub brings all investment-related communications into one place, helping both sides stay informed and organized throughout the investment lifecycle.

👥 Who can use it

• GPs can track, manage, and send emails to investors directly from their hub.
• LPs can view all fund announcements and investment updates from their dedicated hub.

💡 Why it matters

Investor communication is at the heart of every GP–LP relationship. However, managing scattered inboxes and tracking what was sent, to whom, and in which context can be challenging.

The Communications Hub simplifies this by providing:

• Simplified email management — all emails are organized and grouped by workflow, giving fund managers a clear, contextual view of every communication. Whether reviewing emails sent for a new update or confirming that notifications reached the intended investors, everything can now be managed effortlessly in one place.
• Faster, more personalized outreach — GPs can quickly prepare and send investor emails leveraging a reusable library of email templates. Each message can also be personalized with dynamic placeholders, enabling tailored communication for multiple investors — all within a single workflow only.
• A unified space for investors — LPs can view all investment-related emails from a GP in one centralized hub, eliminating the need to search through scattered inboxes and making it easier to stay informed.

⚙️ How it works

For GPs:

• Access the Communications Hub inside the Investor Portal to see a full history of investor emails sent from the firm.
• Messages are automatically grouped by workflow — whether they’re landing page invitations, document update requests, or new document notifications — allowing GP members to easily track and review all investor communications across different touchpoints in one organized view.
• Use filters to search by sender, subject, or time range, and quickly preview each message to find the right email anytime

• Compose new messages directly from the hub, attach files, and send them to multiple investors at once — with dynamic placeholders that automatically fill in details like investor names or information, keeping each email personalized and relevant.

For LPs:

• View all fund announcements, updates, and attached documents in one centralized dashboard.
• Use filters such as date range, sender, or attachment type to quickly find relevant updates.
• Stay organized with clear read/unread indicators that help LPs easily categorize received information.

Finding information in your data room is now faster and easier.
Instead of opening individual files to locate details, you can use keyword search to look inside file content and view snippets showing where your keywords appear.

Who this affect:
This feature is available to all users in Data room

Key benefits:

• No file name required: Keywords guide you directly to the right content.
• Time savings: Snippets immediately indicate whether a file contains relevant information.
• Built-in security: Search results respect existing file permissions, ensuring users only see content they are authorized to access.

How Does It Work:
In your Data Room, enter a keyword in the search bar, press Enter, and select Content to view matching results.

✨ What’s new

We are excited to introduce Contact lists — a new feature in IDM that helps firms organize, manage, and reuse contact lists across workflows. This enhancement makes communication management easier, faster, and more consistent across your firm.

👥 Who can use it

All IDM firm members can create and manage Contact lists.

💡 Why it matters

Managing communication and data across large volumes of contacts can be repetitive and time-consuming. Contact Lists streamline this process by letting users:

• Build dynamic contact lists based on flexible filters for different purposes — for example, by communication type (recipients of investor updates, quarterly reports, or capital call notices), investor profiles, engagement level, fund association, or internal operations.
• Reuse these lists across multiple workflows — such as fund onboarding, AML/KYC management, document distribution, or announcements — without manually reselecting contacts each time.

This release is the first step in building a scalable list management system that will later expand to support Clients and Investment entities management.

⚙️ How it works

Where to find it

Inside the Clients tab in IDM, you’ll now find the new All lists section, where all firm-wide contact lists are displayed in a table view.

Managing lists

• Create a list: Give it a unique name, add an optional description, use filters to assign relevant contacts, and link it to a fund or communication type.
• Manage a list: Edit the name, description, contact associations, or retire the list anytime.

Working with contacts

• In an individual contact view, see all the lists that the contact belongs to.
• In the All contacts view, filter contacts by list for quick categorization and review.

🚀 What’s next

• Contact lists will soon integrate with document sharing and management, landing page invitations, and custom email communications with LPs.
• Client lists and Investment Entity lists will follow in upcoming releases.

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?

Introducing our new Color Editor for your Anduin tools. Now Anduin’s default blue is no longer your only option.

You can now apply your own brand color across your environment - including LP Landing Pages, Smart Forms, Shareable Link Landing Pages, and Data Room.

🚀 Why It Matters?

• Brand Consistency - Align every page with your firm’s identity, from Subscription Main View, Smart Form to Data Room.
• Enhanced Investor Experience - A cohesive, professional look builds investor trust and credibility.

✨ Note: Color customization currently applies to Fund Subscription and Data Room pages only. IDM/Portal will be supported in a future release.

🎨 Bring Your Brand to Life

Reach out to our Customer Success team to learn more about Advanced White Labeling capabilities that can be added to your subscription