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Update member fund records from dues form submissions

Update member fund records from dues form submissions

Dues form responses include fund AUM that go unrecorded, leaving billing and membership teams without current asset figures. Updated records give accurate AUM for reporting and invoicing within minutes.

Update member fund records from dues form submissions

Overview

Manual AUM updates slow billing and distort reporting. This flow captures dues form AUM, normalizes payment choices, and updates your member fund directory so membership and finance teams have accurate records within minutes.

Update member fund records from dues form submissions