Digitizing the acts of subscription and transfer to REIT and unlisted investment productsAsk for a demo
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Your challenges: Digitize subscriptions and distributor relationships.
Even with a website that allows access to product documentation, distribution agreement signatures, REIT and unlisted investment products subscriptions are done in paper format.
The operational burden is therefore heavy, the validation time long and the errors frequent in the documents with a high risk of non-compliance.
Dematerializing the subscription and sale of investment products, as well as the management of the relationship with distribution partners, makes it possible to remove these obstacles to the rapid development of the direct and intermediated online distribution network.
Our solution: A turnkey platform to connect investors and advisors to your investment products.
- You launch a personalized platform, which allows advisors, from a dedicated space, to obtain a distribution agreement signed online, to market your REIT and unlisted investment products and to track their commissions.
- For investors, it only takes a few minutes to invest independently or with the assistance of advisors.
- You centralize all your distribution activity and ensure the compliance of transactions before uploading the information into your internal information system and your liability management tools (UNICIA, etc.).
- The platform obviously complies with the regulations in force.
Your benefits:Omnichannel distribution and increased subscription volumes.
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Subscription success rate.
Average annual subscription volume.
Percentage of subscriptions made online by advisors.