May 29, 2024 6:00 AM (EDT) → 7:00 AM
👥 System Enhancements
Discover the Enhanced "My Profile" Experience
We're excited to announce our new enhanced "My Profile" feature, designed to provide a more intuitive and comprehensive user experience.
Here’s what you can expect:
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Introducing "My Profile": The previous "Edit Profile" has been revamped and is now called "My Profile."
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New "My Investments" Section:
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This section showcases the logos of each client you are associated with.
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Simply click on a client logo to access their dashboard directly.
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The Coterie Integration for applicable contacts:
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Access a comprehensive overview of your private fund investments with our integration with The Coterie.*
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The Coterie's product allows investors to seamlessly aggregate data across their alternatives portfolio, enabling you to pay capital calls, analyze performance, access a digital locker for key investment documents, and plan future investments from one centralized platform. Access your full capital account, schedule of investments, and exposure calculations. Benefit from our API-based integration, ensuring secure and efficient data transfer without the need for manual document scraping or permissions.
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As part of our partnership launch, we are offering investors complimentary access to Vector-managed funds when they opt in through our portal. This special offer is available for a limited time. Additionally, LPs can add other fund investments not managed by Vector via the Coterie platform for a holistic view of their alternatives portfolio (may be subject to additional fees). For investors in funds that have opted into the integration, you can enroll by simply toggling each entity you wish to include from “Available Integrations,” in “My Profile.” Once you've opted in, you'll be guided to create an account with The Coterie to finalize the enrollment process. If you don’t see your fund in “Available Integrations,” please reach out to your fund manager to request to enable the integration.
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Enhance your experience and stay connected with the latest updates through the new "My Profile" feature.