Digitize listed and structured fund subscriptions

Your challenges: Modernize and digitize the distribution of listed investment products.

Traditionally, proposals for listed and structured investment products are made by telephone.
This distribution strategy is not very efficient and the time to finalize subscriptions is too long.
Asset management companies need to dematerialize regulatory client knowledge, access to their products, subscription acts and portfolio monitoring with a platform that complies with financial regulations.

Our solution: A turnkey platform to digitize subscriptions to listed and structured funds.

• You have an administrator space to launch the online marketing of your products, validate the regulatory compliance of investors and distributors.
• Automate the transfer of subscription data into your information systems.
• Each advisor has a dedicated space to perform regulatory customer knowledge, propose investments and interact with the end customer.
•  Each investor has a space to validate the compliance of his profile, to follow the operations initiated by the advisors and to communicate with them.