Atominvest Onboarding & E-Sub Docs

About

Create an easy and efficient onboarding experience through our well integrated and innovative onboarding solution.

◼️ Custom onboarding workflows across internal teams, service providers and investors:
▪️ Allows investors to upload required KYC / AML documentation via the Investor portal

◼️ Subscription document automation and workflows:
▪️ Integrated workflows for processing, checking and approving subscription documents across operations teams, legal counsel and fund admins

◼️ Configure Regulatory accreditation user journeys and compliance checks:
▪️ Base it upon investor country or category and maintaining regulatory records of marketing compliance

This product is intended for

• Onboarding Specialist
• Fund Manager
• Fund Specialist
• Senior Fund Manager
• Hedge Fund Manager
• Equity Fund Manager
• Fund Administrator
• Private Investor
• Assistant Fund Manager
• Private Equity Specialist