Legal Entity Update Management

When an investor wants to update a legal entity in an investment, as the sponsor, you need to know about it and have the ability to see and approve the changes. And the investor needs to know that their change is being reviewed by the sponsor.

We’ve updated the investor’s profile section to show that updates to his legal entity is pending – as seen below.

Screenshot of investor legal entity update pending screen

Additionally, we’ve updated the sponsors navigation to include an “Update Requests” link, which will allow you view and update many of your investor’s update requests at the same time.

To view the update requests, click the Legal Entities navigation button, then click Update Requests.

From there you will be able to see and manage all pending legal entity updates!

Screenshot of legal entity management screen

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