• FundAmerica | Crowdfunding Technology & Compliance

Product Updates

Articles posted by: Kevin Lehtiniitty

New Reporting Engine We have redesigned our reporting engine to be easier, faster, and handle larger amounts of data without timing out. In addition, you longer have to stay on […]

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Download A Report of Your Shareholders FundAmerica allows you to download all of the information about your shareholders for the securities they own that were purchased through FundAmerica or reported to FundAmerica Stock […]

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You can now archive offerings to hide them from the default view! When you go to your account panel and click on “Offerings”, you now see there are three different […]

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Advanced Search

Advanced search is an exciting new feature that allows you to search across multiple tables and for multiple values. For a quick overview, watch the video below. How to Search […]

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Payment Processing Changes Distributions have recently seen a fairly major upgrade and revamp, one that is major enough that there are some backward compatibility issues for API users (albeit, minor […]

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Customizable Emails

The automated emails can now be customized! As a company, we really value the feedback we get from our clients and take it to heart to improve our products. After […]

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Custom Variables in Emails

Our Invest Now product included certain automatic emails sent out at every step of the investment process.  These were generic, one-size-fits-all in nature and remain the default email.  However, you […]

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Investments without AML

Investments without AML Two major changes have recently been added to how FundAmerica’s technology platform handles AML. Managing AML is now optional in most cases which means a few things: […]

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Transitioning to V2 – Escrow Disbursement

With only a few steps You can perform an escrow disbursement from the new dashboard. View the video above to see how easy it is to recieve funds from an […]

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Transitioning to V2 – Investment Status

You can review investors and investments from the investment and investors tabs. As both of these objects are inherently linked, you’ll find the interface allows you to jump to an […]

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