Seamless Investor Onboarding

DealFlow Accounts ensures a modern, frictionless experience for opening new accounts that eliminates form errors and frustration to increase investor engagement.


Delivering a great customer experience at the account opening stage isn’t just preferable; it is critical. A study by PWC indicated 32% of respondents would walk away from opening a new account if it's a bad experience.

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Multiple Account Types

When creating accounts, investors can select different account types including Individual, Corporate, Trust, and Joint to accommodate both retail and institutional investors. 

DealFlow Accounts will intelligently update form fields and tax documentation accordingly, making the onboarding process intuitive and highly automated for investors.

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Seamless Know Your Customer Checks

Digital KYC tools enable investors to instantly navigate identity and verification processes while meeting stringent compliance regulations. 

Investors receive an invitation automatically to complete KYC renewals in alignment with compliance policies.

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Frictionless Investor Experience

Intuitive smart forms simplify the investor onboarding process and result in error-free documentation.

Investors receive a unique package of documents auto-populated with their details for electronic signature, ensuring the relationship with investors starts well.

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Track Application Process

Real-time dashboards that illustrate investors' progress through the opening process ensure new account teams can monitor investor onboarding.

This visibility enables teams to follow investor accreditation progress and expedite reviews and approvals. 

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Keep Your Team on the
Right Side of Compliance

configurable form iconConfigurable Forms

Enable effortless data collection with smart forms configured to align with an organization’s roles and compliance processes.

data sync iconMulti-Level Approvals

Guided approval processes that introduce efficiencies, provide checks and balances, and create compliance audit trails.

secure document iconSecure Document Distribution

Tracking to ensure investor new account documents are visible in the dashboard and provide an audit trail for compliance.

E-signing iconE-Signing Solution

Integrated signing into workflows, ensuring secure document signing for investors and batch downloads of completed documents.

mobile_iconMobile first Interface

Provides investors with an intuitive experience, making completing the account opening process quick and easy.


Digital platform built on AWS infrastructure offering reliability with 99.9% uptime, ensuring 24/7 availability.


DealFlow Accounts Product Guide

Download the DealFlow Accounts product guide now to understand more about key benefits, features and functionality.

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Press Release

Read about why Cormark Securities chose DealFlow Accounts for their investor onboard solution.

Read Press Release

A Product Demo Customized
Around You

Katipult DealFlow is changing the way that capital is raised with efficient and streamlined workflows which enable deals to close in days, not weeks or months.

Get answers to your unique questions, see the investment platform in action and discover why Katipult DealFlow is the right capital markets technology for your business.

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