Tag: Investor Onboarding

ACA Group, a governance, risk, and compliance advisor in financial services, and Anduin, a provider of investor onboarding and fund subscription technology, have announced...

Adepa has partnered with Fenergo to modernise investor onboarding and strengthen compliance processes across Adepa’s international operations. The collaboration is aimed at streamlining investor services...

Bite Investments has secured $25m in strategic growth funding from NewSpring Growth, the dedicated equity strategy of NewSpring Capital, as it looks to expand...

An investor risk profile is a regulatory requirement before any financial advice or investment planning can be delivered. Known as the suitability assessment, this process is designed to ensure that recommendations or portfolio strategies align with a client’s needs and objectives.

The asset servicing industry is currently navigating through turbulent waters, marked by escalating fee pressures, rapid technological advancements, stringent regulations, and a volatile macroeconomic climate.

The landscape of Asset Management firms has long been fraught with challenges, particularly in the arena of investor onboarding and lifecycle management. This process, characterized by an intricate Know Your Customer (KYC) procedure and the handling of vast data volumes, has historically grappled with the limitations of outdated technological infrastructures.

Arendt Services, a prominent investor and corporate services provider based in Luxembourg, has announced a strategic partnership with Fenergo, a leading Client Lifecycle Management (CLM) solution provider.

Anduin, a trailblazing FinTech company revolutionising transactions in the private markets, takes centre stage.

Upgrading technology in investor onboarding offers immense benefits and the asset management industry is quickly catching on. The landscape of regulatory environments is in...