Investment entity enhancements
What’s new
We are constantly evaluating usability and listening to our customers' feedback. One of our objectives is to maintain our position as the easiest-to-use syndication software on the market, and today’s release ensures that will continue.
We have made completing all tasks needed to manage investments and pay distributions easier and more intuitive. This redesign of the investment entity page:
- Displays a high-level summary of the financials and relevant information
- Allows all actions to be initiated from one page
Provides single-click access to additional detail for:
- Investments
- Contributions
- Distributions
- Documents
- Offerings
You also have additional self-service capabilities. From this page, you can delete the investment entity ( if needed) and close the investment entity when all investments are complete.
How does it work?
You will see the new page when you access any of your investment entities:
Timing
These new capabilities are available on the Manager Platform
What’s next?
We will continue to simplify the process of managing your investments. Look for future updates designed to improve the distribution payment process.