A fully customisable end-to-end SaaS platform for fund managers
onboarding of investors
• Digitise client onboarding
• Multi-factor authentication
• Centralised, secure database
• Client qualification and accreditation (KYC/AML)
Scale and target
• Scalable and targeted distribution across multiple jurisdictions
• Intuitive and engaging digital marketplace
• Auditable tracking of materials
Securely track and
manage client progress
• Digital workflows for subscription process
• Track client progress and quickly address
sticking points and errors
• Secure document depository
• Automated push and pull investor reporting
• Consolidated portfolio reporting
• Automated notifications
An entirely customisable turnkey solution ensuring a consistent branding experience for investors.
Virtual data room
Capital call management
Coordinating and digitalising capital calls, such as signalling, commentary, and notice issues.
Tailored digital experience to manage relationships, transactions, processes, workflows, and operations.
We are here to help and offer live support. Reach out to your dedicated Client Relationship Manager or contact us here
Start using Bite Stream
Get in touch to learn about all features, then decide which solution suits your needs.