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Fund subscription

Key Concepts
Supported Workflows
REST API
Legacy Webhook
Bulk Data Migration
- Asynchronous Bulk Import API
- Asynchronous Bulk Export API

Key concepts
Affinity Integration
- Investor onboarding (Primary Investor + Collaborators)
Allvue CRM Integration
Azure Blob Storage Integration
- Automated document repository
Box Integration
- Automated document repository
DealCloud Integration
- Automated onboarding with FundSub (Primary Investor)
- Retrieve subscription data
DropBox Integration
- Automated Document Repository
Email Integration
FIS Investran Integration
Google Cloud Storage Integration
- Automated Document Repository
Google Drive Integration
- Automated document repository
Microsoft SharePoint Integration
- Automated Document Repository
Microsoft Teams Integration
- Tracking Investor Progress in FundSub
Salesforce Integration
SFTP Integration
Slack Integration
- Tracking Investor Progress in FundSub
Snowflake Integration
Wirehouse Integration
WorldCheck Integration
- Automated AML check
Technical readings

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Updated 5 months ago