Client Portal & KYC SmartDocs

We have worked with the industry to design seamless user experiences that streamline digital subscriptions and help funds grow assets quicker. With integrated e-signature, document management and KYC workflows, you can ensure all your investor and agreement data is captured accurately the first time around.

Aiviq’s customisable, mobile-ready portal allows you to quickly personalise your reporting dashboards. As standard, we include dozens of intuitive visualisations that bring flows, holdings, distributions and performance (time-weighted and internal rate of return) to life. Our investor portal even supports automated production of branded PDF-format reports for offline distribution.

Our integrated deal room allows you to keep your sales process in check. Receive real-time notifications when there is investor activity and watch as your converted prospects automatically transition over to CRM contacts with a full timeline of sales activities, meetings and tasks. You can even create personalised messages for each prospect and grant them access to the latest marketing material or due diligence packs.