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Relevant EquityWorks | Software | KYC - Know Your Customer
Easily manage Investor documents, like driver’s licenses and passports, and securely maintain them throughout your LP relationship.
Handle accreditation and re-certify with every investment.
Let LPs upload their latest KYC identification documents.
Send notifications when compliance documents have expired.
Let LPs modify their investor entities, contacts, and notification preferences.
From non-disclosure agreements, to accrediting investors, suitability questionnaires, W-9s, PPMs, and subscription agreements, our integrated DocuSign CLM manages contracts from origination through investment.
Re-certify with every investment.
Present fund and direct investments, then allow investors to commit with a few clicks.
Onboard and verify the identity of your investors and ensure their documents are never out of date.
Onboard your attorney’s surveys for every investor entity type, then resign with every investment.
Catalog important documents like signed PPMs and subscription agreements for use across the firm.
Essential private equity compliance software tools for every back office.
Access all important documents.
Comply with KYC, Anti-Money Laundering (AML), and other fund regulations.
Extend contracts to prospective deals and portfolio investments.
Boost confidence by providing an immersive investor portal experience where LPs can drill down to explore investment performance and assess risk.
Drill down into fund and direct investment performance.
Share operating agreements and other important docs.
Let LPs modify their investor entities, contacts, and notification preferences, including uploading their latest KYC identification documents
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Relevant EquityWorks’ KYC Software stands out from other platforms with a unique combination of:
Our platform utilizes cutting-edge technologies and a secure, cloud-based infrastructure that ensures quick access to your current offerings from anywhere in the world, on any computer or mobile phone.
Tells your unique story about each fund or direct investment opportunity. It provides investors with an immersive experience, allowing them to explore fund and direct investments, commit capital, track performance, and receive regular updates on their portfolio.
With decades of experience in KYC "Know Your Custonmer" software, our team of experts is well-equipped to provide guidance and support at every stage of the investment lifecycle.
Unlike traditional PDF-driven document repositories, our Investor Portal lets investors dive deep into their fund and direct investments, providing a better understanding of performance and helping to assess risk.
Our Fund Manager Software is built on top of modern accounting systems that provide robust reporting and analysis capabilities, ensuring that your funds are managed efficiently and effectively.
KYC - Know Your Customer is complicated.
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