Asset & Fund Managers Onboarding & compliance
A subscription pack that fills itself in
How a fund manager moved subscription documents, accreditation evidence and tax self-certification out of email and into one investor journey.
The starting point
A client has a fund raising from accredited individuals and family offices. Subscription packs went out as PDFs, came back part-signed, and the team chased accreditation evidence and tax self-certification separately. Nobody could say how many investors were mid-way through.
What they needed
- Collect subscription documents, accreditation evidence and tax forms in one journey
- See where every investor has stopped
- Keep the evidence behind each investor classification
- Stop chasing the same document twice
What FYNXT delivered
FYNXT rolled out Digital Onboarding in front of the fund. Investors complete one journey that adapts to their classification, documents are validated as they are supplied, and the record shows exactly who is outstanding on what.
What changed
- Packs are completed in one journey
- Outstanding items are visible, not chased
- Classification evidence sits on the record
- Partners & introducers
Trailer fees that reconcile themselves
Incentive Management · Financial CRMRead the use case - Client service
Statements investors can find themselves
Client experience · Financial CRMRead the use case - Payments & treasury
Subscription monies matched to the right investor
Payment Orchestration · Financial CRMRead the use case
Next step
See how FYNXT would run this for your firm.
Book a demo and we will walk through this use case on your own set-up, with the systems you already run.