Your portfolio,
onboarding itself.
One console across every fund you administer: readiness per client, expiries before they bite, and a team that only touches exceptions.
The console as your onboarding team sees it: readiness per client fund, exceptions on top.
Exceptions,
not inboxes.
Clients onboard themselves
A new client fund starts from its registry extracts and the files you already hold. The vault back-fills itself, directors and UBOs get secure links, and your team watches readiness rise instead of chasing attachments.
One calendar for everything
Every document, power of attorney and periodic review across the portfolio sits on one statutory refresh calendar. Expiries surface weeks ahead, per client, before a counterparty finds them first.
Under your own service
The desk runs as part of your administration service. Requests to directors and investors state the legal ground and carry your client relationship, and the audit trail is yours to show.
2027 hits every client at once.
The EU anti-money-laundering package lands in 2027 and touches every client fund in your book in the same period. A portfolio that onboards itself absorbs that wave; a portfolio run from inboxes does not.
Portfolio pricing,
scoped to your book.
Per-fund pricing stops making sense past a handful of clients. Administrator agreements are scoped to the portfolio, with the pilot run on one or two client funds first.
Stop retyping your own fund.
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