Let's separate good apples from bad apples!
For licensed lenders, factors, and companies with over $50m annual turnover.
Minimize defaults, Reduce NPLs, Streamline collections.
Minimize human error while Wowing your clients
55 Scheduled and Event-triggered reports and reminders to comply with MAS requirements.
KYC onboarding done is 10x faster.
Documents actualization (with auto-tracking of simple things like "expiry dates").
Documents actualization (with auto-tracking of simple things like "expiry dates").
Custom-built portfolio reports and graphs to keep your clients up to date.
Compliance
Reporting
KYC management
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Our experts will help you get exactly what you need
Data protection, cybersecurity and branding
- White label app on your subdomainOn your subdomain.
Following your branding guidelines.
Implementation and full support from our side.
Bespoke and premium white-label platform. - Data protection and cybersecurityOur world-class engineering team constantly updates our platform so you'll always have access to the latest security technology.
Encryption;
API security;
2FA;
Data backups;
Database protection.
Client onboarding
- Don't fill out things mannualyDon't send lengthy PDFs for clients to fill out, with explanations back and forth. Make everyone's lives easier.
- Streamline client onboardingClients submit documents through the platform with provided guidelines, instructions, and templates.
Platform tracks expiry and validity dates and automatically reminds and nudges clients to update necessary information. - Generate and sign docs the easy wayUp to 90% of subscription, redemption forms, and other standard fund documents are pre-filled automatically with existing data.
KYC management
- Compile and structureKeep all documents of your clients in one place.
Download all the documents in a structured and standardized format when needed (eg. for audits, compliance checks, etc.). - Set tracking on autopilotThe Platform tracks expiry and validity dates and automatically reminds and nudges clients to update necessary information.
Communications
- Day to day communicationsStreamline communication through the platform to keep everything structured.
Use email only for important communication.
Everything for your clients' convenience. - Keep clients up to dateGet custom portfolio reports and dashboards to keep your clients up to date.
Stick only to a web platform or also get a custom app for iOS and Android.
Put compliance on autopilot
- Scheduled and event-triggered reportsWe can help you with both Scheduled reports via a calendar and reminders
Track event-triggered reports with bi-weekly check-ins:
- Up to 90% of reports content is filled out automatically;
- Complete additional information through the platform manually;
- Export submission-ready PDF for MAS CeL.
Talk to our experts first to get exactly what you need
A
Optimal for newer funds with under $50m AUM
$ Billed annually
- ✓ Web application
- ✓ MAS compliance monitor
- ✓ Custom onboarding docs
AA
Optimal for funds with under $250m AUM
$$ Billed annually
- ✓ Web application
- ✓ MAS compliance monitor
- ✓ Custom onboarding docs
- ✓ Custom portfolio reports
and dashboard
AAA
Optimal for funds with over $250m AUM
$$$ Billed annually
- ✓ Web application
- ✓ MAS compliance monitor
- ✓ Custom onboarding docs
- ✓ Custom portfolio reports
and dashboard - ✓ Custom iOS and Android apps