KYC & FATCA/CRS,
in a single flow.
A branded, magic-link portal that collects and verifies the full investor file — individuals and entities — and ends in one legally-binding FATCA/CRS signature. No logins for your investors, and you pay only for what you use.
Why funds use it
Two compliance jobs, one tool your investors don't fight.
KYC and FATCA/CRS in one
Most tools do one or the other. This runs both in a single flow — so you don't buy two systems, and you don't ask your investors the same questions twice.
No accounts, no logins
Your investor opens one secure link. Nothing to register for, no password to remember. The completed file lands wherever you choose — your Drive, your CRM, your own systems.
Pay per use
No annual licence, no monthly subscription. You pay only for the onboardings you actually run — so the cost scales with your fundraising, not a seat count.
Bring your own DocuSign
Signatures go through your DocuSign account. Every envelope and audit trail stays in your systems, under your brand — not locked inside someone else's tool.
How it works
From first click to signed self-certification
Send a secure link
Generate a one-time link for each investor — individual or entity. No portal to stand up, no account for them to create.
They complete a guided file
Identity, proof of address, bank details, tax residence and FATCA/CRS status — for individuals and complex entities alike, with data pre-filled so they only confirm what changed.
One signature, and it's done
The flow ends in a single FATCA/CRS self-certification, signed through your DocuSign. Nothing is skippable, so every file you receive is complete.
See it on your own fund
We'll white-label the portal to your brand, point it at your own storage and DocuSign, and walk you through a live onboarding — no commitment.
Request a free demo→