Launch a fund
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Launching a fund is a complex process, with many parties involved and many documents to be put in place.
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Even before submitting a file to the regulator, you are expected to have everything organised and under control.
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We help you automate and manage fund onboarding processes, saving you frustration and valuable time-to-market.
Are you facing these challenges?
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Working with manual checklists
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Difficulties to collaborate on documents
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Need to keep everybody informed about key decisions
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No golden source for static fund data
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Complicated to get documentation completed
This is how we can help you
Connect
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Collect and share documents with the relevant stakeholders
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Reduce email sending
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Get an instant view on progress
Connect
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Collect and share documents with the relevant stakeholders
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Reduce email sending
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Get an instant view on the progress
Automate
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Run automated processes that load the required information
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Create all relevant checklists
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Create document placeholders
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Assign follow up tasks
Automate
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Run automated processes that load the required information
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Create all relevant checklists
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Create document placeholders
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Assign follow up tasks
Monitor
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Monitor the status of onboarding on customizable dashboards
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Monitor any missing documents or outstanding checklists
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Monitor the validation by all service providers to know when you can start your trading activities
Monitor
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Monitor the status of onboarding on customizable dashboards
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Monitor any missing documents or outstanding checklists
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Monitor the validation by all service providers to know when you can start your trading activities
Decide
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Organize client onboarding meetings & packs
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Connect all related data, documents, issues, actions and decisions
Decide
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Organize client onboarding meetings & packs
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Connect all related data, documents, issues, actions and decisions