Digital Applications
Move applications online
Give investors an intuitive digital application process, with support for multiple investment opportunities and customisable declarations.
Onboading & KYC
Make it easier to become an investor
Take applications, identity checks and investor information online with digital investor onboarding software that connects directly with your registry.
Book A Demo of Unitise onboarding software and KYCTake the paperwork out of getting started.
Give new and existing investors a structured digital application experience while reducing the manual work required to collect, check and transfer their information.
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AML/KYC
Build checks into the journey
Connect with industry AML/KYC providers and support electronic identity verification as part of your onboarding process.
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Investor Requirements
Collect what you need along the way
Manage requirements such as wholesale certificates and retail Target Market Determination questionnaires within the onboarding framework.
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Registry Integration
Keep data moving, not your team
Send application data from the digital portal directly into the core registry, removing the need for manual data entry or spreadsheets.
The Onboarding Journey
From the application to fully onboarded.
Create a more connected path through investor onboarding, with the information and checks your team needs built into the process.
Start with a digital application
Give prospective and existing investors an online application process that guides them through the information required.
Complete the necessary checks
Bring AML/KYC processes and electronic identity verification into the onboarding journey, with integrations to industry providers.
Capture the remaining requirements
Collect declarations, wholesale certificates or relevant TMD questionnaires as part of the same structured process.
Move the data into your registry
Pass application information from the digital portal directly into the core registry, reducing manual data entry, and streamlining the entire process from application to allotment.
Less chasing. Less re-keying. A smoother start.
A better way to onboard. Move investor onboarding out of inboxes, PDFs and disconnected processes, giving investors a clearer experience and your team a more structured way to manage the work behind it.
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Cut down the back and forth
Collect investor information and onboarding requirements through a structured digital process rather than relying on fragmented manual requests.
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Enter information once
Application data can flow from the digital portal into the core registry, reducing duplicate data entry and the opportunity for information to be incorrectly re-entered.
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Keep your team in control
Digitise the investor experience while maintaining administrative oversight over the processes and information behind it.
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Start the relationship well
Give investors a professional, structured journey from their initial engagement through to completing their application.
FAQs
More on our investor onboarding process.
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Digital investor onboarding software moves the application and information-gathering process online. Unitise allows new and existing investors to complete a structured digital application process, with AML/KYC requirements and other investor information incorporated into the journey.
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Yes. The Unitise application process fully supports your AML and KYC requirements. We offer the flexibility to accommodate your own in-house manual verification process, or you can leverage our API integrations with leading industry providers to completely streamline the workflow. The application process also supports retail Target Market Determination(TMD) questionnaires.
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Yes. Application data flows directly into the Unitise funds management platform. This eliminates manual data entry and the need to reconcile fragmented records, giving your team more time to focus on the capital raise and your investors.
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Yes. The Investor Portal supports customisable aspects including declarations, TMD requirements, wholesale investor certificates, etc. Fund managers can also present multiple investment opportunities to investors to select and apply via the digital onboarding process.
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Yes. The Investor Portal's digital onboarding process caters to both new and existing investors, with existing investors able to complete a much quicker application by selecting their account.
