Less can be more.
Digitally scale your firm with LockDocs.
As a fund or wealth manager, how
much time and money are you
spending to onboard clients in your
investment funds?
Way too much.
Our streamlined platform for
digitized investor onboarding,
automated subscriptions, and investor data management enables a frictionless investing experience.
- Focus your time on making money for your clients, not chasing paperwork
- Investors get data portability, making investing in your other funds or co-investments seamless
- Forms are much easier and faster to complete with smart form functionality
- Client information is always up to date and in order
- Digital audit trails for compliance
How it works
Click to watch our short
introductory video.
introductory video.
SIMPLE SET UP
Provide forms and agreements in your own format - we'll do all the configuration
UPDATES & RESOURCES FROM LOCKDOCS
Check out our blog for conversations
about the latest news in alternative assets, resources for IR professionals
and investors, LockDocs news, and
more.
The Latest