Finomial

PRODUCTS

Finomial automates investor servicing from end to end, bringing together fund administrators, fund managers and investors.

Know Your Customer (KYC)

Provide investors with a seamless digital experience for completing subscription documents, providing KYC documentation, and manage your internal review workflow easily.

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Capital Activity and eSubscriptions

Bridge the relationship between investors, fund managers and administrators with full visibility into all inflows and outflows while ensuring compliance.

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Anti Money Laundering (AML)

Seamlessly integrate AML into your existing investor workflows to create fast, efficient processes and reduce the risk of non-compliance.

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FATCA / CRS / Tax

Ensure comprehensive FATCA, CRS and Tax regulatory compliance when onboarding any investor.

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Investor Portal

One portal for all your data, documents and workflows for all your meaningful real-time interactions.

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Finomial Products

Regulatory scrutiny is intensifying and is now an everyday part of the client lifecycle management process. Manual onboarding procedures result in inefficient workflows and increase the risk of errors and non-compliance.

That’s where Finomial can help.

Our products help to automate and digitize investor servicing from end to end, encouraging collaboration while ensuring full regulatory compliance – allowing you to focus on the investor relationship.

Seamlessly integrate AML and KYC compliance into your existing operations to ensure you stay ahead of regulations, along with FATCA and CRS diligence.

Save time with the Finomial Investor Portal, a single source for all of your data, documents and workflows for all meaningful real-time interactions, with regulatory compliance activities consolidated into a simple, user-friendly task list.

And simplify your Capital Activity with electronic subscriptions and an efficient digital workflow for capital commitments.

Get in touch today, we’d love to hear from you.

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