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AnnouncementNew feature
a year ago

Streamline your communication with our new customizable email template

Fund Managers can now create and manage customizable email templates for investor invites, reminders, and document distributions.

Benefits:

  • Targeted Messaging: Customize emails for specific investors.
  • Improve efficiency: Save time with reusable templates.
  • Consistent branding: Maintain a unified branding across all emails

Go to Settings > Email Templates to learn more on this feature. Create your first email template and start optimizing your communication today!

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