A differentiated digital investor onboarding platform that offers unique features empowering fund managers to deliver an enhanced, frictionless subscription and onboarding process.

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