Affinity Integration

High level workflow

Anduin provides seamless Affinity integration to streamline CRM workflows for Fund Managers. With Affinity cards installed, investor onboarding becomes effortless.

• Simplified Onboarding: When an opportunity reaches the predefined stage, it automatically triggers subscription creation in Anduin, prefilled with Affinity data, so investors can skip manual entry and start with key details already in place.

Discover automation use cases

Further reading on system setup and preparation