U.S. Tax Ids for "U.S. Persons"
For FATCA/CRS, a new workflow ensures you are collecting the right U.S. Tax ID for a U.S. Person, even if the Investor is domiciled somewhere else.
Adding investment contacts
For fund administrators, Eleven's APIs and Excel uploads help you manage investment contacts at scale. Sometimes you just want to add one contact online. Your Clients > Investments area now comes with a button to skip the import and add an investment contact online.
Insights is sleeker
With a migration to our newest code base, Insights has faster performance, upgraded designs, usability enhancements and a new Transaction Insights area for fund managers, including features like filtering across date ranges and aggregating transactions by currency.
Document folders + Kickoffs
When launching a Kickoff, in addition to assigning kickoff types and labels, you can now attach a first-level document folder from the corresponding library too.
Filter contacts in your CRM by access
Fund managers now have a new filter in the Property menu called "With Portal Access." Combine it with other filters and easily see which relationships have been granted access to any of your data rooms or libraries.
More stunning Custom Dashboards
Custom dashboards in the Investor Portals look even better. You will notice rounded borders, more spacing, cleaner shadows and bigger fonts, giving the dashboards a more modern feel and greater design consistency.
