Smarter Investor Profiles

Introducing Smarter Investor Profiles 👤

We have redesigned how investor profiles are displayed and selected to improve clarity and accuracy, helping you:

✔ Easily select the right investor profile – see all your investor profiles.

✔ View key investor details at a glance – with a new tile-based layout.

✔ Ensure profiles stay up to date with completion percentages and last updated timestamps.

What’s new?

🔹 New Investor Profile Tiles – Profiles are now displayed as tiles with clear information such as legal name, registration details, address, and profile completion percentage.

🔹 Search & Filter Functionality – Quickly find investor profiles with a new search bar.

🔹 Smart Sorting – The three most recently used profiles appear first for faster selection.

🔹 Enhanced Profile Selection – Selecting a profile saves your choice, and it remains at the top when you revisit the step.

These updates ensure a smoother onboarding process for both investors and fund managers, reducing errors and improving efficiency.

Visit Vestlane Help to get more details on all our product updates. Or contact us if you have specific questions.