KYP Setting
We added a KYP History table within the offering, which is viewable to advisors on their portal. This new history table will give advisors visibility to KYP-related changes within the offering.
KYC
We recently added a new automatic investment action when a KYC is activated/signed, which will display the date and which user activated it. Also, the automated investment action that gets created when a compliance office approves a KYC has been renamed to 'KYC Compliance Approval.' The tooltip in the admin module has also been updated to include which actions in the system will create an automated investment action.
Enabled Toggles for Email Communication
A toggle was created to control Bcc'ing for investor contacts within the Contact tab, and email communication can be sent to investor contacts separate from the "trusted contact person" toggle. This toggle will allow users to send email communication to these individuals without having to record them as 'Trust Contacts.'
Updated Portal Links to the White-Labelled Package
For companies with the white-labelled package, we recently updated the investor portal links within the email templates to direct the investor to a new URL (XX.investorportal.com vs the old XX.exemptedge.com). Investors will be able to access the XX.investorportal.com URL in order to log in as well. Companies without the white-labelled package will remain the same.
Hyperlink Function
A hyperlink was added to the investor names on the Securities table within an offering. This new function will direct the user to the overview tab within the investor profile that they want to review in more details.
|
