Release date
September 2025
Summary of enhancements and new functionality
September 18, 2025
The following enhancements have been made for Onboarding:
Improved LP view screens
The usability for the existing Limited Partner (LP) view screens such as General Information, Banking, Regulatory/FATCA/CRS, and Subscription Agreement have been improved. Two screens, Address Details and Additional Representation have been added. The dynamic fields in these LP view screens now show only what is relevant. This makes onboarding process faster and clearer.
Clone subscription document mapping for GPs
The Clone feature for Document Templates under Documents allows general partners (GPs) to copy an already mapped subscription document instead of creating one from scratch. GPs can reuse existing mappings, make edits, and quickly set up new documents. This change helps GPs deliver investor documents faster as it saves time and reduces manual work.