Client Lifestyle Management

Create a compliant and optimized on-boarding to off-boarding process with Finomial’s Client Lifecycle Management software.

Client Lifestyle Management

Create a compliant and optimized on-boarding to off-boarding process with Finomial’s Client Lifecycle Management software.

From start to finish, investors need to complete onboarding forms, new product forms, provide supporting documents, communicate with fund managers and keep up to date with the performance of their investments.

Finomial’s cloud-based Client Lifecycle Management platform simplifies the process. It allows you to identify and track all investor data related to activity and compliance, deliver optimized workflows through automation and encourage investor self-service.

Develop great relationships with investors through transparency and collaboration, ensure you remain compliant, reduce errors, stay ahead of the latest regulations and speed up the reporting process.

Our Client Lifecycle Management platform is the complete solution for on-boarding, off-boarding, and every touchpoint in between, with audit trails, rules-based outreach to investors, ongoing AML KYC compliance, management reporting and analytics – so you can focus on the client relationship.

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Investor On-Boarding

Manual on-boarding slows down your revenue growth, adds unwanted risk to the investment close, and increases the threat of non-compliance. With Finomial’s integrated Client Lifecycle Management platform, investors come into your organization in the way that’s best for them, while our platform orchestrates the interactions to eliminate tedious manual process and ensure compliance.

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Investor Profile

The Investor Profile consolidates all of the data and documents related to the investor in a single view, and Power KYC. Document Intelligence from investor data & documents prompts investors to upload documents with e-subscription to ensure compliance.

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E-Docs

New account opening forms, subscription documents, and client questionnaires can be completed online, by the investor or their advisors. Any document can be rapidly implemented on Finomial as-is, so that key datapoints are harvested into the database, eliminating manual data entry.

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Capital Activity

Transaction-driven onboarding is enabled for subscription agreements, wherein investors are on-boarded via their electronic or paper limited partnership agreement. Subsequent subscriptions, capital calls, transfers, switches and distributions are orchestrated on the platform.

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Integrated Client Positions

Integrate real-time or batch client positions into Finomial for a holistic view of the investor and their activity.

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Rules-Driven Updates

Orchestrate client outreach based on rules-driven criteria such as recent transactions, the investor’s platform log-ins, or date-driven periodicity.

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Investor Off-Boarding

Comply with data retention rules, identify zero-balance investors for regulatory reporting, and cleanly manage the off-boarding process.