Division 15 · 8 solutions
Investor Services & Transfer Agency
Every investor onboarded, verified and served without a chase
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LP Onboarding
Every LP package in good order before the close, with the 25% plan limit kept live.
1-min demoInvestor KYC/AML OnboardingInvestors accepted in days, with every owner and hit cited to its source page.
1-min demoFATCA/CRS Self-CertificationNo conflicting classification left on file, and one cited cure letter per investor.
1-min demoAccredited Investor VerificationVerified in minutes, every determination cited to the line it rests on.
1-min demoInvestor Relations AIRoutine investor questions answered in minutes, in their language, every figure cited.
1-min demoRedemption ProcessingEvery request checked before the cut-off; no dollar paid to an unverified account.
1-min demoLP Interest Transfer ProcessingNo transfer consented that breaks a fund's 25% plan limit or its tax safe harbor.
1-min demoComplaint ManagementEvery complaint routed in minutes, patterns spotted first.
1-min demoInvestor Services & Transfer Agency.
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