Project Description

Client Portal & KYC SmartDocs

Streamline the client onboarding process with Aiviq’s SmartDocs e-signature solution for KYC and digital subscriptions.
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Once invested, you can engage advisors and investors digitally with our interactive portals and automated reporting solutions.

Client Portal & KYC SmartDocs

Key benefits

Streamline the investor onboarding experience with SmartDocs

We have worked with the industry to design seamless user experiences that streamline digital subscriptions and help funds grow assets quicker. With integrated e-signature, document management and KYC workflows, you can ensure all your investor and agreement data is captured accurately the first time around.

Service clients efficiently with digitised investor reporting

Aiviq’s customisable, mobile-ready portal allows you to quickly personalise your reporting dashboards. As standard, we include dozens of intuitive visualisations that bring flows, holdings, distributions and performance (time-weighted and internal rate of return) to life. Our investor portal even supports automated production of branded PDF-format reports for offline distribution.

Convert opportunities quicker with our prospect portal

Our integrated deal room allows you to keep your sales process in check. Receive real-time notifications when there is investor activity and watch as your converted prospects automatically transition over to CRM contacts with a full timeline of sales activities, meetings and tasks. You can even create personalised messages for each prospect and grant them access to the latest marketing material or due diligence packs.

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Time to change the way you think about your clients, sales and products?

Speak to our team today to find out how the Aiviq data platform can support you.

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