e-Investor

Reduce risk and improve transparency in processing investor transactions.

e-Investor is an end-to-end processing platform that automates the delivery, completion, submission, and tracking of all investor transactions. When combined with SS&C’s e-Fulfillment, it can also be used to distribute targeted marketing material and subscription documents to potential investors through a secure web interface with detailed activity tracking. 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, securely and efficiently.

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, or capacity constraints.

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