Onboarding Accelerator: Designed to revolutionize
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Form Description
An end-to-end onboarding solution
An automated and customizable onboarding solution for brokers,
custodians, corporates, fund admins,
managers, and service providers.
Built within the Counterparty Manager platform,
it integrates entity data, document collection, KYC and tax profile
validation, regulatory protocols and self-declarations, legal and
credit agreements, and operational setup into a seamless
solution.
Onboarding Accelerator allows you to define your firm's onboarding requirements and customize the workflow unique to your internal team.
View Factsheet
For more information, visit
Counterparty Manager: Onboarding Accelerator
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