Benefits for investors
DESIGNED FOR INDIVIDUALS AND INSTITUTIONS
Delivering a superior client experience
COLLABORATION TOOLS
WITH CUSTOMIZABLE PERMISSIONS
AUTOFILL
AUTOMATED FORM FILLING
CREATE MULTIPLE PROFILES
House LockDocs received by multiple organizations or sub-organizations under a single login, and switch between them with a single click
ACCESS MANAGEMENT FOR PROFILES
Control which profiles your team members have access to with our access management tool
FIND MISSING FIELDS
A "missing fields" locator feature easily flags any incomplete fields in a form to save you time
PREPOPULATED FORMS
Receive forms from your investment providers with all previously provided data pre-populated - for even more time savings