Fully integrated platform for investor account openings and renewals

From digital form submissions to real-time documentation verification, Katipult delivers a smarter way
for managing individual and institutional investors.
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Set up your Katipult platform to standardize the workflows between your
compliance, account openings, and transaction settlement teams

Invite Investors

Easily invite investors with an email link to initiate the investor account process

New Client Account Form

Leverage digital Smart Forms that guide investors through an easy account application process that is low friction and error free

Approve & Verify

Run real-time documentation checks in minutes to streamline KYC and improve the investor experience

Renew Investor KYC

Produce a purchasers list with all investor participation information and final documentation

Retain & Audit

Keep detailed records of all investor documentation and approval dates for easy management and regulatory audits

Track & Monitor

Review new investor account submissions in a centralized platform to easily manage investor accounts and profile information

Company Branded Setup

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.

Company Branded Setup
Compliant and Auditable

Compliant and Auditable

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.

Real-time Insights and Analytics

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.


Trusted by leading
organisations and their investors

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.“

Introduce a Modern Know Your Investor (KYC) Process

Introduce a Modern Know Your Investor (KYC) Process

Understand your investors to improve client servicing while meeting stringent compliance requirements.

  • Digital “Smart” Forms
  • Investor Suitability & Preferences
  • Identity Authentication
  • AMultiple Investment Vehicles

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Keep Detailed Records of All Audit-Relevant Data

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.

  • Investor Audit Logs
  • Restorable Backups & Storage
  • Real-Time Dashboards
  • 24/7 Server Infrastructure

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Keep Detailed Records of All Audit-Relevant Data

Delight Your Investors

Delight Your Investors

Simplify the investor onboarding process to improve the investor experience and eliminate frustrations. Anytime, anywhere, any device.

  • Quick Investor Form Submissions
  • Error-Free Documentation
  • Electronic Signatures & Initials
  • Guided Processes

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