Your end-to-end digital infrastructure to facilitate the application, real-time KYC, and approval management of new investor accounts will be fully branded to match your organization. Katipult delivers the ease and efficiencies but all your investors only see your brand in the process.
Guided processes to introduce efficiencies, remove errors, and create compliance audit trails. Rest assured that your investor data is confidential and fully secured using the most advanced security practices.
Powerful dashboards that reflect account activities and metrics so your team can make informed decisions and drive investor engagement in real-time. Remove administrative friction and grow the number of investors you work with.
Katipult helps investment dealers, wealth management firms, and
banks simplify how private capital deals are executed
"For TSX Trust, this new deal management platform represents an important, innovative solution designed to address client challenges in the private placement process.“
“Raymond James selected Katipult to provide the software for a new online private placements platform to distribute alternative investment products offered by its Equity Capital Markets division across its financial advisor network. ”
"We view Katipult as a great technology partner. They’ve responded to both short term changes in our business, as well as long term strategic planning to make sure that we hit our goals and our objectives as an institution.“
Katipult connects to leading industry solutions to deliver seamless platform
functionality to verify and approve investors for KYC/AML, Adverse Media &
Politically Exposed Persons checks, among others
Understand your investors to improve client servicing while meeting stringent compliance requirements.
Keep all activity centralized and easily accessible for internal or external audits. Readily available audit logs and time stamps allow for immediate validation of user activity.
Simplify the investor onboarding process to improve the investor experience and eliminate frustrations. Anytime, anywhere, any device.