Our platform supports all organizations - pensions, endowments, private banks.
Any Investor Type
Our platform supports all investors - from sovereign wealth funds to UHNW individuals.
Our platform compliantly supports investors from any geographic location.
STEP 1: Setup Parent Accounts
Setup your organization, teams, and parent accounts to house all your investment entities in one place. Our universal investor questionnaire is a robust set of data to tackle any document involved in the investment process.
STEP 2: Setup Investment Entities
Our universal investor profile setup process is the most comprehensive in the industry. It allows the one-time setup of the simplest to the most complex of investment entities and ownership structures. Once data is captured you never need to re-enter it and it can be used to populate any investment related document you ever come across.
STEP 3: Generate & Submit eSubDocs, Maintain data
To invest, simply select an investment entity, a fund, enter order details and press a button to generate all required paperwork including the subscription, bank/custodian forms, tax forms, AML docs, and any other supporting materials such as custom internal forms and side letters. A single packet - ready in 15 seconds to either e-sign or wet sign and submit directly from the platform to any party that needs to receive it. We will track the order to completion with real time alerts and in the rare case that there are any errors or missing information - we will coordinate the correction between the fund, administrator, custodian, and you. Just maintain the data to keep it current.
Electronic subscription document technology for alternative investments.