We've designed a customisable subscription process that caters to individual or corporate investors allocating into funds or single companies. An integration with HelloSign, allows for digitally captured, tracked and recorded signatures.
Bulk onboard investors or allow them to create their own account. Each profile is securely stored in the platform and relevant details will pre-populate across subscription forms. AML and KYC checks can be included as an add-on feature.
Fund and company marketing pages can be created in minutes and brought to life with easy to add video, imagery, and document download links.
Notifications and analytics tools allow you to manage and support investors through the subscription process. Track progress and approve subscriptions directly in the platform.
Integrate with custodians to seamlessly deliver investor reporting. All reporting can be dynamically displayed in platform with point in time pdf exports available.
Market leading tech developed over 5 years
Dedicated tech support
Efficient delivery
Internal data experts
FCA regulated
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If you have any questions, please speak to us using the live chat icon at the bottom right of the screen.