Investor Onboarding

• Multi-tenanted Tailoring the user experience by enabling client specific universes.
• Dynamic forms Dynamic form builder that can be configured by fund administrators for generic use or specifically for funds.
• Risk calculator Embedded risk calculator that can be configured by the fund administrator and associated to data provisioned by the investor.
• Worldcheck Integrated with Worldcheck for KYC, AML, Sanctions & PePs and Adverse Media.
• Docusign Integration Integrated with Docusign in two ways, field by field integration, for dynamic form filling, and eSignatures.
• Corporate Builder Enabling organisations to build dynamic corporate structures that can be repeatedly used, and contains data that can be integrated with 3^rd party validators.
• Data Retention Investors are able to retain all of their profile information for reuse across multiple funds, and multiple tenancies
• Regional Awareness Document and information requests that are jurisdictionally aware