• Finomial

    the investor services platform

    Transforming interactions between fund managers, investors and fund administrators

  • Electronic subscriptions

    New era of fund-raising

    Fast, compliant investor on-boarding, with electronic signature and full supporting documentation for inflows that are compliant and real-time

  • Are you FATCA compliant?

    Analyze & remediate in real-time

    Know which investors are affected
    Track your progress
    Contact investors
    Remediate online in real-time

  • Electronic tax withholding forms

    Simplicity for qualified intermediaries

    Collect W-8s and W-9s online
    Track your progress
    Audit investor responses
    Manage document review

  • “Data Rooms” are so yesterday

    Give investors what they need

    Go beyond sharing documents – to make every interaction with investors meaningful, real-time, and connected

  • Transform Investor Services

    From a cost center to a revenue driver

    Deliver dramatic efficiency to operations with fully compliant investor on-boarding

  • Focus on your investor

    Not the paperwork

    Seamless on-boarding, compliance, investor analytics and investor reporting – so that you can focus on the investor, not the paper trail

  • Imagine alternatives investing as easy as online banking

    The end of paper and fax has arrived

    Electronic subscriptions
    Online document management


© 2014 Finomial Corporation

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