Tagged: investor onboarding

July 19, 2023 @ 2:28 pm By Omar Faridi  |  

For the longest time, investor onboarding was unsurprisingly seen as a “necessary evil” for both GPs and LPs, according to an update from Anduin. GPs’ middle and back offices “shed a lot of sweat and tears slogging through spreadsheets, emails, and paperwork for their investors.”… Read More

November 2, 2021 @ 11:21 pm By Omar Faridi  |  

The team at IHS Markit notes that Investor Onboarding digitizes and “streamlines collection and creation of subscription, AML, KYC and tax documents for end-to-end fund onboarding.” IHS Markit has introduced Investor Onboarding, which is described as a fully hosted, digital onboarding platform enabling companies to… Read More