Finomial - Client Lifecycle Management with Compliance DNAVisit Website Claim your software discount
Finomial: Finomial provides compliance-driven, investor-first, client lifecycle management..INVESTOR COMPLIANCE.AML, KYC, FATCA and CRS made simple, with your complex rules built right into the software, and workflow that simplifies the process both for your investors and for your team..Learn More >.CLIENT LIFECYCLE MANAGEMENT.On-boarding, off-boarding, and every touchpoint in between, with audit trails, rules-based outreach to investors, management reporting and analytics..Learn More >.INVESTOR SERVICING.Digitize investor servicing, from performance reporting, email query management, inflows / outflows, self-service investor profiles, and compliance management..Learn More >.DIGITAL TRANSFORMATION CONSULTING.You need a software platform that has the flexibility to support any business configuration, and when you need world-class best practice and implementation leadership, we are your partners..Learn More >.Fund administrators can process all inflows and outflows on just one single platform.Learn More >.Fund administrators can ensure regulatory compliance with each new investor onboarded.Learn More >.Investors have one place for all their data, documents, workflow and interactions.Learn More...
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