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Finomial
the investor services platform
Transforming interactions between fund managers, investors and fund administrators
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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
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Are you FATCA compliant?
Analyze & remediate in real-time
Know which investors are affected
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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
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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
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Transform Investor Services
From a cost center to a revenue driver
Deliver dramatic efficiency to operations with fully compliant investor on-boarding
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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
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Imagine alternatives investing as easy as online banking
The end of paper and fax has arrived
Electronic subscriptions
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E-signature
Online document management
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Subscriptions
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FATCA Dashboard
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Investor Tax
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Investor Portal
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© 2013 Finomial Corporation