Upstox’s Post

💼 Elevate Your Subscription Game with Digital Subs and E-Signatures! 💼 Say goodbye to manual paperwork and hello to seamless and efficient subscription process. 🤝 Third-Party Advisors: Empower investors’ advisors to create applications on their behalf, simplifying the investment journey for both parties. ✨ Enhanced Fund Manager Functionality: Fund managers, rejoice! CSD now enables you to generate subscriptions on behalf of investors and send for their e-signature. 🔒 Security and Compliance: Your data and transactions are safeguarded at every stage, giving you peace of mind as you navigate the world of investments. Contact us at info@commonsubdoc.com to schedule a demo! #Fintech #ESignature #Efficiency #OnlineSubscription #InvestorOnboarding #CommonSubDoc #Onboarding #Investing #Finance #fundraising #hedgefunds #venturecapital #privateequity #privatemarkets #Dataprivacy #SaaS #CRM

“Investor experience” is already a buzzword in the PE world, fueled by the rapid introduction of advanced digital technology and spiraling data and transparency demands. Software designed to improve communication with and accounting to investors, commonly referred to as “LP Solutions,” is already ubiquitous.  At PFA Solutions, we believe that the time is ripe also for GP Solutions that help partners and employees keep better track of performance, compensation and other relevant data needs. Our advanced automated digital platform FirmView is a leap in that direction. Reach out to learn more about it and our broader vision. #PrivateEquity #Fintech #carryandcomp #PE #VentureCapital 

#InvestOnBox revolutionizes how clients interact with fund managers, offering a ready-to-use intuitive platform for client onboarding, portfolio visualization, and performing operations such as subscriptions, reinforcements, and redemptions. The digital onboarding capabilities and user-friendly app make it an ideal tool for facilitating Pan-European Personal Pension Product (PEPP) subscriptions, even for non-resident European citizens. The Golden SGF journey with #InvestOnBox testifies it's transformative impact: “SGF is investing in digital solutions to offer its clients a seamless digital onboarding experience, an intuitive application for fund consultation, and a secure communication channel. InvestOnBox from Link meets these goals by providing a user-friendly digital platform that ensures security and regulatory compliance.” Want to learn more about how #InvestOnBox can enhance your Fund Management firm’s capabilities? Contact us to schedule a demo and explore the possibilities. #LinkConsulting #InvestOnBox #Fintech

In response to the challenges posed by the Digital Operational Resilience Act (DORA), our partner Performativ - Wealth Management Software has developed DORAedge, a user-friendly tool to help ensure and simplify compliance. This comes at a critical time with many institutions still preparing for the January deadline. Read more here: https://bit.ly/4d0clNl #ComplianceSolutions #FinTech #DORA

invwise.com Software for Financial Advisors. Power of Technology. It gives every Financial Advisor the technology that FinTech's use to sell and grow.  If You sell diverse investment assets •      Equity •      Mutual funds •      Insurance •      Debt •      Bonds •      Startup investment •      Alternative investments InvWise, a Platform for New and Existing Investment Advisors, Features from Onboarding to Investment and Exit ·        Product selection and presentation ·        Marketing and Sales ·        Manage Portfolio performance. ·        Management of Investors ·        Manage Product Sales Flow ·        Collaboration among Advisors and Investors ·        Investor Portfolio Performance ·        Manage Investor Profiles InvWise - Software for Every Financial Advisor - individuals or companies. #insuranceagent #insurancebroker #insuranceagency #insuranceagents #investmentplanning #financialadvisor #investmentopportunities #investmentadvice #investmentsales #debtcapitalmarkets #equityinvestment #equityresearch #mutualfundsinvestment #mutualfundsdistributor #bankingsales #bankingsales #portfoliomanagement #portfoliomanager

Empirical evidence shows that using credit and collection software can significantly improve working capital for companies. Qube’s PRI® CrediSoft platform streamlines receivables management, enhances cash flow, and improves collection processes, helping businesses operate more efficiently across multinational and Pan-European markets. Read more about how Qube's CrediSoft optimizes working capital. https://lnkd.in/e5wg3AjF #CrediSoft #Multinational #OECDDebtorExposure #PanEuropean #QubeSolutions #SME #WorkingCapital #ReceivablesManagement

Issuer Edge is a robust back-office software solution for issuers and fund managers in the exempt market industry. Designed to streamline administration, Issuer Edge creates efficiencies and provides valuable insight into capital raising efforts through detailed reporting tools. For more information on Issuer Edge and our software solutions, book a demo today: discovery@exemptedge.com #IssuerEdge #PrivateMarkets #ExemptMarket #CapitalRaising #Fintech #SoftwareSolutions #ExemptEdge

A new year brings about excitement for innovations, and there's already a sense of momentum. Here is what Pete O'Brien, MBA, SVP Unique Assets for #SSNCInnovest, anticipates in 2024 as he reflects on the exciting developments underway. https://lnkd.in/dC4uQH27 #fintech #wealthmanagement #trusttechnology

Fund administration technology serves as the engine for speed and transparency, but it's the quality of service that truly elevates the game, unlocking valuable insights along the way. To learn more, visit > https://lnkd.in/dpbwdtr4 #fundadministration #ourtechisyourtech #privateequity #privatecredit #loanadministration

𝗜𝗡𝗧𝗥𝗢𝗗𝗨𝗖𝗜𝗡𝗚 𝗜𝗡𝗩𝗘𝗦𝗧𝗠𝗘𝗡𝗧 𝗔𝗡𝗔𝗟𝗬𝗦𝗘𝗥 Fintegrate is built for advisers, by advisers. Our investment analyser tool helps you get the information and data you need, quicker and easier than ever before. Learn more about Investment Analyser by booking a demo with our team: calendly.com/fintegrate #FinancialServices #FinancialPlanning #FinTech