Electronic subscription and KYC documents – up to 30% discount for AIMA members
Published: 21 February 2019
Obsidian SmartDocs automates subscription and KYC documents.
Managers and TAs simply upload their existing sub docs and KYC forms into SmartDocs and SmartDocs automatically converts them into easy to use web questionnaires for investors and advisors. With SmartDocs, signing up for a fund is faster and no longer prone to errors and omissions. All information entered in SmartDocs is stored individually and used to pre-fill future docs as well as send automated reminders for key dates helping firms stay onside with their regulators.
AIMA members can now take advantage of up to 30% discount from the standard SmartDocs pricing on new accounts.
Apart from SmartDocs Obsidian Suite also offers a selection of connected products for Alternative Investment Managers including: Investor Portals, Business Intelligence, CRM & more.
Click on the link below to request a demo or feel free to contact us at firstname.lastname@example.org