Configure investor access
Define eligibility, investor type, permissions, documents and platform experience.
Manage onboarding
Support KYC/KYB, investor classification, documentation and approval workflows.
Operate opportunities
Publish private opportunities, manage subscriptions, communications and allocation.
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