Accelerate onboarding: Investor onboarding is overdue for an overhaul

Apr 13, 2021 | News

This new whitepaper by SS&C and Intralinks looks at how technology is making it quicker and easier to get from committed capital to deposited funds.Automating investor onboarding solves your 5 key challenges: 

  1. Streamline your processes complexity with a user-friendly online subscription document
  2. Ensure all data is submitted accurately the first time
  3. Gather AML information with requirements built-in
  4. Speed up closing with automated delivery and e-signatures
  5. Improve transparency with document status tracking

Download the whitepaper and learn how smart technology is helping fund managers master the top 5 challenges in investor onboarding.

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