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REGULATORY AND COMPLIANCE SOLUTIONS
onboarding efficiency and compliance with an interoperable ecosystem of technology, data, and service capabilities that solve complex regulatory and compliance challenges.
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.
Streamline, strengthen, and enrich your processes with the industry's most trusted private markets data, technology, and service ecosystem. Whether you need to address pre-trade compliance, investor onboarding, fund vehicle setup, or orchestration of the entire investment lifecycle, S&P Global has a solution built for your needs and your asset class.
Accelerate onboarding process with automated workflows, document digitization, intuitive user interfaces, and robust APIs. 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.
Learn more about Counterparty Manager for entity data.
Learn more about Onboarding Accelerator for onboarding.
Enhance and simplify regulatory and compliance processes with a suite of capabilities that include secure entity data and documentation exchange, process orchestration, and single-point implementation for ISDA protocols. Share legal entity data and documentation via an established, secure online exchange, conduct electronic outreach, manage entity data and documentation, and synchronize teams and processes through configurable, interoperable, API-enabled, multi-domain workflows that support end-to-end regulatory compliance.
Learn more about Counterparty Manager for entity data.
Learn more about ISDA Amend for streamlined adherence.
Streamline and scale entity and investor lifecycle management with a configurable workflow hub that provides clear visibility into the status of pre-deal compliance, fund and legal entity formation, investor management, and KYC and tax due diligence processes. Coordinate across internal functions and third parties, including legal and fund administration, to streamline fund subscription, contract management, and investor onboarding to accelerate processes and improve transparency across the compliance lifecycle.
Learn more about CLM Pro for client lifecycle management.
Achieve new levels of efficiency and insight with document digitization services and agreement intelligence solutions. Digitize documents related to deals, portfolios, and funds, and create, collaborate, amend, and executedigitized documents more efficiently and accurately on a centralized platform. Unlock the true value of document intelligence by transforming digitized document content into actionable data that can be analyzed and leveraged for business operations and downstream processing.
Learn more about Document Solutions for digitization and agreement intelligence.
Want to learn more about Regulatory and Compliance Solutions for Private Markets? Complete this short form to speak with one of our specialists.