Electronic Subscription Documents

F.L.Putnam Adopts +SUBSCRIBE to Digitize Alternative Investments

By Rafay Farooqui, July 22, 2022

F.L.Putnam Adopts +SUBSCRIBE
to Digitize Alternative Investments

We are excited to announce that F.L.Putnam Investment Management Company has joined the +SUBSCRIBE® platform. The addition of the $5.5bn #RIA adds to the 400 wealth management firms, and 4000 total institutional investment management and alternative fund management firms that are embracing the digitization of the private markets industry.

Our customized software will support F.L.Putnam’s curated menu of private fund offerings and deliver a superior investment experience for their wealth management clients by leveraging our leading digital experience for investor onboarding, electronic subscription documents, and transaction workflows.

+SUBSCRIBE provides institutional investors, fund managers, and service providers with the alternative investment industry’s leading order management system for alternative product transactions. The platform services include reusable universal investor profiles, eSubDocs, centralized order workflow and data integrations with all stakeholders – delivered through an open-architecture, API based, and inter-operating system.

About F.L.Putnam Investment Management Company

F.L.Putnam provides investment management, financial planning and consulting services to high-net-worth clients and institutions including endowments and foundations. Since 1983, F.L.Putnam has delivered a comprehensive set of solutions that help clients build, preserve, and manage their wealth. The firm serves clients from offices in Maine, Massachusetts, New Hampshire, New York, and Rhode Island. More information is available at www.flputnam.com.

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