Investor Servicing

Finomial’s Investor Servicing platform digitizes the whole process, from performance reporting and email query management, to inflows / outflows, self-service investor profiles and compliance management.

Investor Servicing

Digitize investor servicing to engage investors with integrated compliance, an optimized lifecycle, and a modern investor portal that drives self-enablement.   Provide fund managers and relationship managers with full transparency into investor activity, tasks and communication.

Traditional methods of communication, such as email, phone and post can result in errors and delays. 

Building a great relationship with your investors is essential. Investors don’t want to receive a stream of ad hoc emails with tedious tasks.  Static portals don’t allow investors to engage with your teams, slowing efficiency and revenue while increasing error rates.

With a poor investor experience that fails to enable self-service, investors can’t review critical data or engage effectively, driving frustration – and slowing revenue growth.

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Self-Service Investor Profiles

Our investor servicing platform gives clients access to all of their data in one place, with full control via integrated self-service features that optimize workflows and reduce human error. At the same time, profile changes are subject to your internal four-eye policy and controls that you configure. Make frequent and effective communication and collaboration with fund managers and admins easy for investors so you can reduce costly errors and delays, while fostering engagement and generating trust through collaboration. Empower your investors to maximum satisfaction so you can market effectively, drive engagement, and accelerate revenue.

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Investor-Friendly Compliance

Investors are tired of being bombarded with emails requesting supporting documentation and new forms. With our Investor Portal you can enforce AML, KYC, FATCA and CRS on a global basis and with less effort from your investors. Reduce back and forth hassle for investors through a workflow that directly engages in collection of self-certifications, tax forms, and curing documents. Make compliance less complicated with missing document detection, automatic KYC status updates, and audit trails, with all compliance activities consolidated on the Investor Portal into a user-friendly task list to streamline responses.

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Online Transactions

Investors can use our investor servicing platform to log in to initiate and view transactions, feeding directly into the Capital Activity capabilities.

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Performance Reporting

It’s time to go beyond a simple data room to provide performance reporting to investors. In addition to robust document management and publishing approvals workflow, Finomial’s investor servicing platform enables you to provide investors with a single view of transactions and activity.

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Branded Experience with our Investor Servicing Platform

Finomial’s Investor Portal supports your brand, whether you white-label the entire Finomial platform or leverage Finomial functionality within an existing online client experience.