Webinars

How to digitize your investor on boarding experience: An introduction to e-Investor

Do you want to streamline your investor onboarding experience? Would your firm benefit from a web-based tool that provides a logic-based approach to your complex subscription documents and AML/KYC requirements? Learn how e-Investor can help you to:

  • Add transparency to your capital raising process.
  • Reduce risk around data collection and transaction management.
  • Collect investor documentation for AML/KYC and FATCA/CRS compliance.

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