CRM-based | e-Subscription/Onboarding | Digital Platform

Investor services platform designed to manage relationships and simplify the onboarding and capital activity process.

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Our Platform

BRINGING INVESTORS AND MANAGERS TOGETHER

CommonSubDoc unites investors and fund managers by simplifying the relationship management and onboarding process. Gone are the days of confusing, repetitive, and time-consuming paper based process of subscribing to a fund.

Complete Fund Administration Solution Packaged Under One Roof

Simplifying Onboarding Process

We simplify the onboarding process by facilitating electronic subscriptions for a paperless process.

Digital Subscriptions

Investors update their information into the CSD investor portal which then populates this information into subscription or redemption requests and utilizes e-signature technology to execute. This same investor information can be used across multiple funds.

Fund Administration and Accounting

We offer the leading fund administration and accounting services for Fund Managers to administer their funds cost-effectively and comply with their investor expectations and accounting, reporting and regulatory obligations.

One Profile for All Investments

An investor needs to build their profile only once, and thereafter it can be used to prepare documents for multiple subscriptions and transactions across multiple funds. All transactions and documents are prepared and signed electronically.

Risk Assessment & Evaluation

CSD assesses and evaluates investor risk to a fund through integrated Business Risk and Enhanced Due Diligence questionnaire which gets auto-filled from the information filled in Investor profile.

White label branding

We enable a successful brand to offer a service without having to invest in creating the technology and infrastructure itself.

Secure Investor Reporting

CSD features cutting edge cybersecurity and encryption measures to ensure that documents and investor information are securely maintained.

Accredited Investor Services

CommonSubDoc offers support for Accredited verification of the Investors who show interest towards funds which are exempted under 506(c) regulation by SEC.

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Features

  • Simplifies investor onboarding process
  • Online access for investors and fund managers
  • Secure and encrypted
  • Capable of handling high volume
  • Automated AML/KYC processes
  • E-signature integration
  • Customized user-profiles
  • Investment in multiple funds
  • Time saving processes
  • White label branding
  • Reuse similar information
  • Comprehensive dashboard for investor and fund manager
  • Build your own marketing material to promote your fund
  • Email Marketing
  • Two Factor Authentication
  • Electronic Subscription Capabilities
  • Import data via spreadsheet/API from your legacy application
  • Onboarding made simpler through automated KYC tools and risk based approach for AML verification
  • Supports various regulatory requirements including AML attestations, CRS and FATCA filings as well as accredited and qualified investor verifications

Why CommonSubDoc?

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Digital Subscription

Investors update their information into the CSD investor portal which then populates this information into subscription or redemption requests and utilizes e-signature technology to execute. This same investor information can be used across multiple funds.

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Fast & Thorough AML

Investors upload identification and other documents directly to CommonSubDoc which has API connectivity with multiple databases to instantly process the KYC (know your customer) and AML (anti money laundering) checks.

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Secure Server

CommonSubDoc features cutting edge cybersecurity and encryption measures to ensure that all data, documents and investor information is safe and secure.

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CRM

Update current or prospective investors information, identify sales opportunities and manage marketing campaigns, all in one central location.

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Market Your Funds

Build your own marketing material to promote your fund. CSD allows managers to add fund’s marketing materials, presentations, events, website, email marketing and social media which can be shared with current and prospective investors.

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CSD highlights

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