FundCentre Onboarding - March 2026

Release date

March 2026

Summary of enhancements and new functionality

March 20, 2026

The following enhancements have been made for Onboarding:

GP view - Support multiple onboarding documents per template

GPs can now add multiple documents to an onboarding template. Each document supports document type selection, field mapping, and signature configuration using the existing workflow.

LP view - Add and associate contacts during onboarding

LPs can now add new contacts or associate existing contacts directly within an onboarding flow. Contact types are prefilled based on investor type. Additionally, multiple contact types can be applied to a single contact.

This change eliminates the need to leave onboarding or wait for GP intervention.

GP and LP view - Default contact types by investor type

The system now automatically applies default contact types based on the selected investor type. Additional contact types can be added when needed.

This enhancement ensures required contact classifications are captured consistently.

GP and LP view - Renaming support documents

Support documents are now renamed to Supporting Documents.

LP view - Supporting documents

The Supporting Documents section now uses a grid layout that displays document groups based on existing document rule configuration.

This change provides a clearer and organized upload experience for LPs during onboarding.

LP view - Bulk upload for supporting documents

LPs can now upload multiple supporting documents at once. This reduces repetitive uploads and speeds up completion of the onboarding process.

GP view - Enforce required supporting documents

GPs can now enforce required supporting documents during LP onboarding. Documents marked as required in document rules must be uploaded before LPs can submit those. The system blocks submission if required documents are missing.

LP view - Mandatory registered address

LPs can now see address of type Registered set as a mandatory field by default. The address type cannot be removed or changed. The other address types remain optional and can be added as needed.

LP view - Default and locked primary email and phone

LPs can now see the Email and Phone fields of type Primary preselected and required during onboarding. These fields cannot be removed, but additional email and phone types can still be added using the Other type.

LP view - Unified review and submit experience

LPs can now review and sign all onboarding documents from a single Review and Submit step. Each document shows the appropriate Review or Sign & Submit action

This enhancement provides a clear and consolidated experience for LPs.