Customer Onboarding AlphaInvest simplifies the onboarding process for both individuals and institutions. Effortlessly capture bilingual KYC details, assess risk profiles, and generate investment accounts instantly.
Shareholders Registrar Easily access and manage shareholder information. Keep track of all shareholder activities, including share issuance, transfers, and redemptions.
Cash Management Streamline client cash activities, view real-time balances, and manage inflow and withdrawal workflows and controls seamlessly in AlphaInvest.
Secondary Market Capture and match bids and asks for closed-end and private funds, promoting liquidity and transparency. Access comprehensive information to make well-informed investment choices.
Savings Plan Our saving plan aims to retain and reward talented employees for their long service. It enhances the value proposition for employees, making us the employer of choice.
Manage investments efficiently with real-time order monitoring, customizable approval workflows, and user-friendly dashboards. Streamline order settlement for quick and accurate transactions, including mutual fund orders and cash flows.
We prioritize security and compliance by integrating with government portals for identity verification and authentication. Rest assured that your investments and personal information are protected.
Our investment portal supports a flexible pricing model, accommodating both distributors and fund administrators/custodians. Experience transparent pricing that suits your investment strategy.
Fill out the form below to be contacted by one of our experienced Solutions Consultants. Or simply call us at (888)-327-2381