Investor Onboarding

Onboarding is a cumbersome and time-consuming process which involves complex due diligence, extensive documentation, and often manual communication methods, all of which can lead to delays and inefficiencies in fund operations.

• Centralise data in one place with Appian's Data Fabric which unifies data from multiple systems to enable secure and easy access to enterprise data.
• Two types of tailored applications: an Investor facing portal for Investors to interact with and securely access information, and an internal facing application to manage onboarding cases. However, each application can also stand alone.
• Advanced auditing, rich reporting, and access to historical data, to enable compliance and continuous improvements.
• Intelligent Document Processing to extract key details from Identity Documents.
• Auto-form-filling of Investor details and dynamic forms which adapt live depending on answers given.
• Live risk calculator tailored to your risk criteria.