Tocan: Digital investor onboarding
Tocan streamlines the AML/KYC processes associated with investor onboarding, enabling you to distribute products and reach more customers more efficiently.
- Streamlined onboarding process
- Real-time insight into applications
- Accurate approximations of asset raise
- Fund manager’s branding
- Next-generation investor experience
Why Tocan?
Tocan simplifies your challenges, unlocking a host of benefits that include:
- Streamlining the onboarding process, reducing client attrition and abandonment rates, and enhancing the overall investor experience
- Providing high-level and granular real-time insight into applications ensuring full transparency and smoother processes
- Providing accurate, real-time approximations of asset raises, empowering fund managers with up-to-the-minute data to guide decision-making
- Offering a fully tailormade, white-labelled platform that seamlessly integrates into your branding to preserve brand identity
- Delivering a next-generation investor experience, laying the foundation for future-state digital assets
- Facilitating interaction and collaboration with fund administrators through its unified, integrated platform, eliminating fragmentation, and ensuring streamlined engagement
- White-labelled data room: Tailor your virtual data room to showcase your fund launches and marketing materials
- Embedded KYC/AML framework: Built-in risk frameworks, including World-Check for Politically Exposed Person / sanction screening
- Automated document handling: DocuSign integration ensures fast, secure digital document execution
- Permissioned data reuse: Investors retain control of their data for future use, allowing rapid re-submission for new fund applications
- Real-time dashboards: Provides transparency and oversight, offering a single source of truth with real-time updates on investor status
- Multi-tenancy support: Configurable workflows and user permission hierarchies to emulate existing roles, enabling collaboration across stakeholders
- Scalable architecture: A SaaS platform designed to support growth, evolving fund products, and future trends in digital and tokenised funds
- Cyber and other security protections
01 Overview
Tocan simplifies your challenges, unlocking a host of benefits that include:
- Streamlining the onboarding process, reducing client attrition and abandonment rates, and enhancing the overall investor experience
- Providing high-level and granular real-time insight into applications ensuring full transparency and smoother processes
- Providing accurate, real-time approximations of asset raises, empowering fund managers with up-to-the-minute data to guide decision-making
- Offering a fully tailormade, white-labelled platform that seamlessly integrates into your branding to preserve brand identity
- Delivering a next-generation investor experience, laying the foundation for future-state digital assets
- Facilitating interaction and collaboration with fund administrators through its unified, integrated platform, eliminating fragmentation, and ensuring streamlined engagement
02 Key features
- White-labelled data room: Tailor your virtual data room to showcase your fund launches and marketing materials
- Embedded KYC/AML framework: Built-in risk frameworks, including World-Check for Politically Exposed Person / sanction screening
- Automated document handling: DocuSign integration ensures fast, secure digital document execution
- Permissioned data reuse: Investors retain control of their data for future use, allowing rapid re-submission for new fund applications
- Real-time dashboards: Provides transparency and oversight, offering a single source of truth with real-time updates on investor status
- Multi-tenancy support: Configurable workflows and user permission hierarchies to emulate existing roles, enabling collaboration across stakeholders
- Scalable architecture: A SaaS platform designed to support growth, evolving fund products, and future trends in digital and tokenised funds
- Cyber and other security protections
Discover how a virtual data room paired with an integrated KYC/AML framework can help you navigate compliance effortlessly. With seamless document management and live dashboards, you will benefit from optimal transparency and security. Embrace a scalable solution that grows with you, all while keeping your data safe.
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