Hello, Multi-Entity Batches!
Fed up with sending multiple quarterly reports or firm-wide newsletters to the same LP across various funds? Optimize your Investor Correspondence workflow and experience the ease of streamlined communication.
With Multi-Entity Batches, you can now manage and distribute correspondence to LPs across multiple Entities within AIM using a single Investor Correspondence Batch. The new functionality flattens investor contact and preference data into a single recipient list, handling delivery preferences (email, ShareSecure) across Entities.
Why does this matter?
- Workflow Efficiency: Say goodbye to the frustration of sending the same correspondence multiple times. Consolidate communication efforts across different Entities into a single, streamlined batch to save time and simplify your workflow.
- Firm Sophistication: Avoid the issue of duplicate notifications by ensuring recipients receive only one message, regardless of their involvement with multiple Entities. This helps deliver a polished and professional brand experience.
Additional Details:
- Combined Preferences: Multi-Entity Batches intelligently handles Correspondence Preferences. If a recipient prefers to receive communications via ShareSecure for one Entity and via Email for another, both preferences will be accommodated within the Multi-Entity Batch.
- Supported Documents: Multi-Entity Batches currently support only Static Documents.
- Recipient Limit: Each Multi-Entity Batch can accommodate up to 1,000 recipients.
