How to Digitize Your Investor Onboarding 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.