Client Lifecycle & Regulatory Solutions for Private Markets | S&P Global

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Overview
Capabilities
Solutions
Case Studies
Featured Content
Events & Webinars
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OVERVIEW

Streamline, strengthen, and enrich your processes with the industry's most trusted private markets data, technology, and service ecosystem.

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Capabilities that deliver

Faster Time to Market

Reduce onboarding time by automating and harmonizing processes across multiple jurisdictions, frameworks and client types.

Enhanced Efficiency

Automate the workflow, support straight-through-processing and standardize information across multiple teams to eliminate duplicative efforts.

Enhanced Client Experience

Differentiate your services in a competitive market by replacing frustrating, manual processes with a frictionless client experience across the entire lifecycle.

Full Interoperability

Each point solution is fully interoperable with the rest of the suite and integrates with other industry platforms via APIs.

“Poised for growth, the private markets face unique challenges. GPs and fund administrators who want to maintain a competitive edge must find ways to accelerate time to market while enhancing the investor experience and navigating an increasingly complex regulatory environment.”

authors image

Dougie Mcclumpha

Head of Strategy & Innovation, Regulatory & Compliance Solutions

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Want to learn more about Client Lifecycle and Regulatory Solutions for Private Markets? Speak with one of our experts.

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Our Solutions

Client lifecycle management Solutions

CLM Pro

Transform onboarding efficiency and pre-trade compliance with an interoperable ecosystem of technology, data, and service capabilities that solve complex regulatory and compliance challenges.

Client lifecycle management Solutions

KYC Technology

Automate, validate, and integrate all your required KYC data, avoiding any disruption to business operations.

Client lifecycle management Solutions

Investor Onboarding

Automating the collection of subscription, KYC, tax documents, and more digitally for onboarding efficiency, real-time compliance checks, and enhanced investor experience.

Client lifecycle management Solutions

Onboarding Accelerator

New account onboarding is one of the most pressing challenges for the financial services industry.

Global Regulatory Solutions

ISDA Amend

Manage the complexity of multi-jurisdictional regulations with a solution that enables you to digitize, negotiate, and amend collateral agreements online.

Document Management Solutions

Document Solutions

Achieve new levels of efficiency and insight with document digitization services and agreement intelligence solutions.

Client Reference Data Solutions

Counterparty Manager

S&P’s onboarding solutions support GPs in solving for both new fund account opening and investor onboarding, facilitating the exchange of validated KYC, tax, legal, and regulatory information through an automated, configurable, end-to-end solution.

Scalable Capacity,
Solved.

Strengthen & Scale
Enhance a specific area of your organization – or your entire operation – to scale, seize opportunity and accelerate growth.

Case Studies

KYC through Managed Services

Find out why a leading German institution chose to manage international KYC through S&P Global Managed Services.

European inter-dealer broker

Discover the process, the pain points, the solution and end results of working in partnership with a leading European inter-dealer broker.

Featured Content

Demystifying Managed Services

Explore the trends driving service adoption, the range of service models and factors to consider when selecting a solution.

A New Era for Customer Lifecycle Management

The buy side needs to reduce the cost of customer lifecycle management and increase profitability and scalability.

Client Lifecycle Management

CLM Pro delivers the infrastructure and workflow innovation, from onboarding through maintenance to offboarding.

Upcoming Events & Webinars

Join us at these flagship industry events or sign up for one of our thought leadership webinars to connect with our experts and gain valuable insights.

Transform your Tomorrow

Interact London 2025

Join us on 7 May for Interact, our flagship software and solutions conference for public and private markets, in London.

The Path to a Sustainable Future

ISDA AGM

Join us in Amsterdam at the 39th ISDA Annual General Meeting.

Path to Net Zero

InvestOps Connect

Join us in London at the InvestOps Connect to meet with COOs and Heads of Investment Operations.

CLIENT LIFECYCLE & REGULATORY SOLUTIONS

Client Lifecycle
& Regulatory Solutions

Explore our specialist Client Lifecycle and Regulatory Software & Services

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Want to learn more about Regulatory and Compliance Solutions for Private Markets? Complete this short form to speak with one of our specialists.

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The capital markets’ most
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Solve your most complex capital market problems with a powerful combination of software, services and expertise.