Manage and update fund administrator's with an end-to-end process
Streamline internal scanning for Politically Exposed Persons (PEPs) or sanctions
Maintain deed compliance with a standard, automated workflow
Carry out GDPR requests and other customer privacy concerns end-to-end
Process exemption orders for capital gains with automated documentation and no screen-switching
Automate data collection and internal coordination steps for handling RFIs
Create new product listings and SKUs fast using a streamlined process with checklist and sheet integrations
Demonstrate investment impact with a streamlined process
New warehouse opening process, end-to-end, with clear instructions, document management, and sign-offs streamlined
Send out mass communications to customers in batch with full automation and templated messaging
