Slick workflows to provide a smooth and scalable investor onboarding and lifecycle management experience
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Streamline subscriptions into new funds via a guided "turbotax-style" onboarding experience and digital completion and execution of fund subscription documents
Automate investor change requests and workflows across top-ups, redemptions, changes in wire instructions, investor consents, KYC/AML and tax refreshes at scale using digital forms & contracts
Efficiently manage investor KYC/AML and tax documents and data and request refreshes as required
Single source of truth for investor relationship and data management across accounts, entities, contacts, commitments, funds, notes etc.