Empowering you to seamlessly guide investors through the onboarding process.

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Here’s what you can do:

Manage Requirements: Define and customize the list of documents and data, information and confirmation(s) needed from the investor.
Request Information: Prompt investors to upload documents for review and approval and fill out forms through a secure digital interface.
Review Submissions: Apply the accuracy and completeness check to uploaded documents in real time.
Track Investor Status: Monitor where each investor stands in onboarding journey and compliance workflow.
Coordinate Physical Submissions: Notify investors if and when original documents and authentication modes are required in physical form.