Multiple Bank Accounts
Sponsors and Investors can add multiple bank accounts to their profile(s) and associate separate payment methods to specific investments. This includes an update to the “Export Banking/Tax Information” functionality which will allow multiple bank accounts to be exported for users with access to download sensitive information.
Sponsors can control if they would like to allow investors to update banking information via the investor application and if they want to highlight the payment methods on the dashboard via Platform Preferences. Please note that the default enables both of these and users will need to update platform preferences to disable if desired.
International Bank Accounts
Investors can now provide information on their SWIFT and IBAN banking accounts within the investor portal and Sponsors can maintain that information within CRM. To the extent populated, this will be available on the Export Banking Information option in CRM for users with sensitive date access.
Equity Tab Interface Updates
The Project Summary tab within Equity has a whole new user interface which creates a simpler and more intuitive workflow. For more information on this, see our Help Center.
- Deal Room details can include YouTube embedded videos
- Distribution and Base Point uploader will now round values
- External System IDs are now included in the Distribution Export
- Various text changes and usability enhancements