Key Features

• Fund Managers can host a white-labelled landing page and data room in their client specific universes
• Configurable form generators to create Fund Manager specific digital subscription and tax forms
• Fund Administrator’s risk framework pre-loaded with risk ratings assigned in real time
• Real time PEP, adverse media and OFAC sanction screening utilising third-party feeds (e.g. World-Check)
• Auto-form-filling and DocuSign for rapid fund documentation execution
• Ability to build dynamic corporate structures with document upload functionality
• Investors retain their information allowing rapid re-use for next fund application
• Multi-jurisdictional AML & KYC configurable to any jurisdiction while maintaining a consistent experience