Private Capital
MiFID II
Professional investor environments
Professional investor environments
Create secure digital environments for sophisticated investors, larger tickets, advanced workflows and structured reporting.
Create secure digital environments for sophisticated investors, larger tickets, advanced workflows and structured reporting.
Overview
Operate professional investor environments without fragmented infrastructure.
Operate professional investor environments without fragmented infrastructure.
Professional investors require more than a simple investment form. They expect controlled access, detailed documentation, structured workflows, advanced reporting and a reliable operational environment. Fininly enables operators to serve professional and institutional investor audiences through a connected white-label platform.
Professional investors require more than a simple investment form. They expect controlled access, detailed documentation, structured workflows, advanced reporting and a reliable operational environment. Fininly enables operators to serve professional and institutional investor audiences through a connected white-label platform.
Typical flow
From setup to ongoing investor management.
From setup to ongoing investor management.
Each product type has its own lifecycle, but the same Fininly infrastructure connects onboarding, documents, payments, workflows and reporting.
Each product type has its own lifecycle, but the same Fininly infrastructure connects onboarding, documents, payments, workflows and reporting.
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Configure investor access
Define eligibility, investor type, permissions, documents and platform experience.
Configure investor access
Define eligibility, investor type, permissions, documents and platform experience.
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Manage onboarding
Support KYC/KYB, investor classification, documentation and approval workflows.
Manage onboarding
Support KYC/KYB, investor classification, documentation and approval workflows.
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Operate opportunities
Publish private opportunities, manage subscriptions, communications and allocation.
Operate opportunities
Publish private opportunities, manage subscriptions, communications and allocation.
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Deliver reporting
Provide professional reporting, portfolio visibility, audit trails and lifecycle communication.
Deliver reporting
Provide professional reporting, portfolio visibility, audit trails and lifecycle communication.
Best suited for
MiFID II-oriented operators
Institutional investor portals
Professional investor platforms
Private markets operators
Relevant platform capabilities
Investor classification
Role-based access
Secure document rooms
Advanced workflows
Subscription management
Portfolio reporting
Audit trails
API integrations