DIGITAL EXPERIENCE

Digitalise the end-to-end investor lifecycle.

Providing a responsive, intuitive digital user experience has become an essential part of the servicing mix. Digitalisation is extending into every part of the investor and fund lifecycle, from onboarding and order entry to document management and reporting. Your clients expect seamless digital journeys. Deliver them with Deep Pool.

HOW WE HELP

Agile digital services to meet clients’ evolving expectations.

White-labelled portal

Customisable, multilingual web portal easily configured to users’ preferences and brand requirements.

Customer onboarding

Streamline onboarding processes with secure e-forms, such as subscription forms and KYC documents, that clients can complete online and submit electronically.

Real-time monitoring

Investment managers can track and manage subscription applications, giving real-time insight into the progress of their investor relationships and subscription commitments.

Online order entry

Input and track trades and receive confirmations online.

Real-time reporting

Give users self-service access to real-time reports [of daily activity, positions and valuations,] in their format of choice.

Event triggers

Increase transparency and expedite processes with automated event notifications providing updates on the status of actions and any required next steps.

Customisable dashboards

Customisable dashboards provide real-time analytics, tracking and reporting of KPIs, metrics and other key data points.

Digital document repository

Secure document upload and management, with support for faxes, emails and scanned documents, OCR & QR barcode integration for efficient data capture and digitisation of document workflows, advanced search capabilities and document sharing across regulations.

System integration

Web portal can be easily integrated with other third-party applications for seamless data exchange.

WORKFLOW MANAGEMENT >>

WHY CHOOSE DEEP POOL?

#1 INVESTOR SERVICING PROVIDER
Leading banks and fund administrators use our technology.
UNIQUE MIX OF EXPERTISE
Our knowledgeable and experienced team combine qualified accountants, business analysts and software engineers.
FLEXIBLE SOLUTIONS
Automate the processes most important to you with our modular software suite.
CUTTING-EDGE TECHNOLOGIES
Our tools employ a next-generation open architecture platform and containerised microservices for unrivalled ease of use and functionality.
PROVEN TRACK RECORD
Our industry-leading systems have been solving clients’ processing headaches for more than two decades.

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DEEP POOL FOR

DIGITAL EXPERIENCE

Digitalise the end-to-end investor lifecycle.

HOW WE HELP

Agile digital services to meet clients’ evolving expectations.

WHY CHOOSE DEEP POOL?

Our solutions power 11 of the world’s top 20 alternative fund administrators.

Get in touch to see what we can do for your business.