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What is the subscription process?

What if an investor changes address, bank account, or other personal information?

Can I resend DocuSigns?

How do I track statuses across subscriptions?

Can an advisor sign as both client and advisor?

What does the client receive to sign subscription documents?

How can I send offering documents to a client? What does a client receive on their end?

I have a custodial position, but I wired funds outside the custodian account to meet a capital call. What do I do?

Zo Chatoor

Sean Mulcahy

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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