An end-to-end processing platform that automates the delivery, completion, submission and tracking of all investor transactions, starting with initial onboarding.
Streamline and Digitize Your Investor Experience
Minimize document complexity through the automation of business logic. Ensure data completeness at the time of submission. Streamline the signature collection process. Transparency to track investor progress at any time.
SS&C e-Investor: Electronic Investor Transaction Document Processing and Workflow Tool
e-Investor enables you to validate and verify entered data prior to submitting documents for processing and process subsequent transactions for existing investors, including redemptions, transfers and changes.
With e-Investor, You Can
Validate and verify entered data prior to submitting documents for processing and process subsequent transactions for existing investors, including redemptions, transfers and changes.
Streamline review and approval Use automated workflows to assign and manage documents through the review and approval process via customizable checklists by fund and document type.
Integrate with downstream or upstream systems Avoid redundant data entry and reduce processing cycles.
Reduce risk Eliminate paper-based processes and the resulting risk of errors, delays, and capacity constraints.
How to Digitize Your Investor Onboarding Experience: An Introduction to e-Investor