Digitalize the marketing of innovation mutual fundsAsk for a demo
Your challenges: Deliver a digital, self-sustaining 100% subscription experience to your customers and distributors.
Exclusively paper-based, the processing of subscriptions to FCPIs takes several weeks. Validations of subscriptions are slowed down because of their non-compliance. The management companies wish to dematerialize the subscription to mutual funds, to respect the conformity, without IT development.
Our solution: Dematerialize the marketing of your
mutual funds online.
- You launch your personalized platform, and integrate the tax, legal and internal business constraints.
- You allow your clients and distributors to subscribe to mutual funds in only 10 minutes.
- You have a space for monitoring customer accounts and transactions.
- Asset management advisors or distributors have a space to initiate subscriptions that are finalized by the investor.
Each client can subscribe to mutual funds by going through the following steps:
- Customer knowledge,
- Profile/product matching test,
- Consultation of the product sheets,
- Subscription with management of co-subscription cases,
- Automatic filling of documents to be signed and online signature,
- Payment via bank accounts such as share and securities account.
Asset management advisors or distributors have a space to initiate subscriptions that are finalized by the investor.
Your benefits: save time and increase subscriptions.
< 10 minutes
To subscribe to an unlisted investment product.
For the implementation of your platform.
Volume of online subscriptions per year.