Digitzing the entire distribution process.
A unified platform to orchestrate your partner network.
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Streamlined distributor onboarding via digital invitations and automated KYD/AML regulatory checks.
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Digital agreement management with coordinated internal validation circuits (Legal, Compliance, Sales).
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Electronic signature of distribution agreements and amendments directly within the platform.
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Unified oversight through a single database providing full visibility into documents and real-time statuses.
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Your tech solution to automate the entire lifecycle of your distribution agreements.
Digitzing the relationship to enhance post-subscription engagement.
A premium space to build investor loyalty.
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Dynamic real-time reporting with visualization of committed amounts, undrawn capital (dry powder), and performance metrics (IRR, NAV).
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Seamless document access: immediate availability of valuation reports, tax statements, and capital call/distribution notices.
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Secure centralized archiving of complete transaction history, contracts, and KYC files.
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Your digital interface to drive retention and unlock cross-selling opportunities.
Outsourced services to support your operational activities.
Expert operational support for your distribution.
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Delegated onboarding management: collection, verification, and storage of all KYB supporting documents for your partners.
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Automated retrocessions: calculation, invoicing, and payment management of commissions based on your specific fee rules.
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Detailed liability tracking (follow-up of the "passif") for a clear, aggregated view of your funds and associated remunerations.
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Operational security across the entire agreement lifecycle, from initial setup to signature tracking.
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Your trusted partner to operate your distribution processes with complete peace of mind.
Digitzing onboarding to drive operational efficiency.
A seamless onboarding solution for Private Markets.
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Accelerate your fund raising with a white labelled funds portal
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Integrated compliance featuring automated KYC/AML
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Operational flexibility supporting a 100% digital subscription journey in pure registered, administered, or nominee form with eIDAS-compliant electronic signatures
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Real time monitoring of book building and fluid integration with custodians and transfer agents.
Your digital partner for a white-label product showcase and real-time transaction monitoring.