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Easily invite investors with an email link to initiate the investor account process
Leverage digital Smart Forms that guide investors through an easy account application process that is low friction and error free
Run real-time documentation checks in minutes to streamline KYC and improve the investor experience
Produce a purchasers list with all investor participation information and final documentation
Keep detailed records of all investor documentation and approval dates for easy management and regulatory audits
Review new investor account submissions in a centralized platform to easily manage investor accounts and profile information
"For TSX Trust, this new deal management platform represents an important, innovative solution designed to address client challenges in the private placement process.“
Claire Johnson
President, TSX Trust
“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. ”
David Paris
Chief Operating Officer, ECM
"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.“
Carly Wells
St. Manager ATB BoostR
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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.
