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
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