Tocan is a differentiated digital investor onboarding platform that offers unique features empowering fund managers to deliver an enhanced, frictionless subscription and onboarding process.
Fund managers can enhance operational efficiency by coordinating multiple stakeholders via integrated workflow and activity management. Our secure platform ensures faster lead-time to document execution and fund launch, flow and revenue whilst improving overall investor experience.
Key Features
- Fund Managers can host a white-labelled landing page and data room in their client specific universes
- Configurable form generators to create Fund Manager specific digital subscription and tax forms
- Fund Administrator’s risk framework pre-loaded with risk ratings assigned in real time
- Real time PEP, adverse media and OFAC sanction screening utilising third-party feeds (e.g. World-Check)
- Auto-form-filling and DocuSign for rapid fund documentation execution
- Ability to build dynamic corporate structures with document upload functionality
- Investors retain their information allowing rapid re-use for next fund application
- Multi-jurisdictional AML & KYC configurable to any jurisdiction while maintaining a consistent experience
