Canterbury Consulting, $52.4B OCIO, Adopts
SUBSCRIBE to Digitalize Private Market Fund
Onboarding & Subscriptions
Canterbury Consulting, an independent investment advisory firm with total assets of $52.4 billion, has selected SUBSCRIBE to provide a centralized subscription and onboarding workflow for private markets funds. The technology solution will be white-labeled and customized to digitally transform the investment process for alternative investment funds recommended to the firms’ endowment, foundation, healthcare organization, and family clients. SUBSCRIBE will be configured to Canterbury’s requirements and integrated with their existing systems.
“We evaluated several platforms offering investor onboarding and subscription digitization for private funds to identify a partner capable of managing complexity across our investment operations. SUBSCRIBE’s operating system provides a scalable solution that adapts to our evolving needs across products, systems, and data reporting.”Director of Canterbury’s Technology and Research
Canterbury’s adoption of SUBSCRIBE is the latest in a slew of investment consulting and OCIO firms to adopt SUBSCRIBE to centralize their private fund onboarding and subscription process – to resist moves by a myriad of offerings that fragment their operations. Further the branded implementation will be fully integrated upstream and downstream with Canterbury’s CRM, asset custodians, and investment reporting software allowing efficiency as they scale allocations to the asset class.
“We are excited to welcome Canterbury as they chart their digital transformation journey and be part of their ambitious plan to further upgrade their systems and processes.”SUBSCRIBE Founder and CEO
ABOUT SUBSCRIBE
SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund administrators. Our platform technology modernizes the archaic infrastructure of private fund investments by delivering a central operating system — catering to every role within the investment process empowering them to connect any fund, any investor, anywhere in the world on a single platform.
