Finomial : CLIENT LIFECYCLE MANAGEMENT
with Compliance DNA
Finomial provides compliance-driven, investor-first, client lifecycle management.
How does Finomial work?
INVESTOR COMPLIANCE
AML, KYC, FATCA and CRS made simple, with your complex rules built right into the software, and workflow that simplifies the process both for your investors and for your team.
CLIENT LIFECYCLE MANAGEMENT
On-boarding, off-boarding, and every touchpoint in between, with audit trails, rules-based outreach to investors, management reporting and analytics.
INVESTOR SERVICING
Digitize investor servicing, from performance reporting, email query management, inflows / outflows, self-service investor profiles, and compliance management.
DIGITAL TRANSFORMATION CONSULTING
You need a software platform that has the flexibility to support any business configuration, and when you need world-class best practice and implementation leadership, we are your partners.
Subscriptions
Fund administrators can process all inflows and outflows on just one single platform
FATCA / CRS / TAX
Fund administrators can ensure regulatory compliance with each new investor onboarded
Investor Portal
Investors have one place for all their data, documents, workflow and interactions
Contact us to learn more about Finomial
Gain unprecedented access to real-time transactions, performance reporting, and all compliance activity in one single platform