All the information you need verified automatically. Understand your investors preferences and suitability to improve client servicing while meeting stringent
compliance requirements.
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All the information you need verified automatically. Understand your investors preferences and suitability to improve client servicing while meeting stringent
compliance requirements.
Guided processes to introduce efficiencies, remove errors, and create audit trails. Simplify the investor onboarding process to improve the investor experience and eliminate frustrations.
Customizable electronic forms to manage submission documents and track them in real-time. Ensure consistency and accuracy for all investors.
Detailed and customizable investor identification including online accreditation, KYC, and AML.
Account creation and profile settings for multiple investment vehicles, investor preferences and suitability, and investor status.
Autofill and electronic signature of investor certifications and declarations.
Time and date stamped digital record of all investor forms for auditors and internal renewals.
Alerts for approvals, denials, requests for additional information and updates.
Learn about Katipult’s proposed decentralized exchange of investor accreditation status, KYC, MIFID,
AML, CTF, and PEP between multiple blockchains directly without a trusted 3rd party intermediary.
