dp360 provides investors, investment managers and fund administrators with smooth digitalised experiences that add real value where it counts.
Users expect rich digital journeys they can navigate seamlessly through an intuitive web portal. Deliver them with dp360, your digital gateway to industry-leading client service.
Multifunctional capabilities offer complete service support at every stage of the investor and fund lifecycle for all types of fund vehicles. Powerful self-servicing tools boost client engagement, while automated digital interactions and integrated workflows optimise fund administrator and investment manager operating efficiencies.
CORE BENEFITS
Users
EMPOWER USERS
Users enjoy greater control and freedom, with fingertip access to detailed, 360° account information when they want it. Powerful self-service tools let them see the latest account valuations and balances, drill-down into multiple performance views, configure statements, access relevant documents, track the progress of orders and transaction histories, and run customisable reports for any fund, class or investment they want.
and engagement
ENHANCE CLIENT INTERACTIONS
AND ENGAGEMENT
Responsive real-time interactions help bolster brand loyalty. End-investors can liaise with their investment manager, examine research reports and offer documents, create subscription/redemption orders, and get on-demand access to real-time portfolio information and customisable reports. Reports can be taken from any source system, enabling fund administrators and investment managers to provide a single, aggregated information outlet.
form completion
HASSLE-FREE ONLINE FORM COMPLETION
Complete, digitally sign, submit, review and approve any type of form quickly and securely with the portal’s dpInk add-on. Fields are automatically pre populated with investor data where available to increase information accuracy and process efficiency. Customisable workflows control how users complete each form to minimise errors and speed up processing. Digital signatures accelerate completion times and maximise security. And a management dashboard provides real-time visibility of every stage in the process.
fundraising success
MAXIMISE FUNDRAISING SUCCESS
Real-time status updates on investor responses help investment managers optimise their fundraising. Users can create customisable investor invitations, see whether prospects have opened a subscription form, if they’ve completed it, whether supporting KYC documents have been submitted, who the ultimate beneficial owners are and how much money the prospect is committing. Managers can use the information to nudge prospects towards sign-up and hone future capital raising activities.
efficiencies
BOOSTING OPERATING EFFICIENCIES
Seamless connectivity between the dp360 portal and back-end administration systems automates the end-to-end workflows. Data entered on online forms can be captured accurately, and used to create and update investor records in the transfer agency platform automatically. Online workflows improve transparency and control, and reduce the operational effort for administrators.
Users
and engagement
form completion
fundraising success
efficiencies
EMPOWER USERS
Users enjoy greater control and freedom, with fingertip access to detailed, 360° account information when they want it. Powerful self-service tools let them see the latest account valuations and balances, drill-down into multiple performance views, configure statements, access relevant documents, track the progress of orders and transaction histories, and run customisable reports for any fund, class or investment they want.
ENHANCE CLIENT INTERACTIONS
AND ENGAGEMENT
Responsive real-time interactions help bolster brand loyalty. End-investors can liaise with their investment manager, examine research reports and offer documents, create subscription/redemption orders, and get on-demand access to real-time portfolio information and customisable reports. Reports can be taken from any source system, enabling fund administrators and investment managers to provide a single, aggregated information outlet.
HASSLE-FREE ONLINE FORM COMPLETION
Complete, digitally sign, submit, review and approve any type of form quickly and securely with the portal’s dpInk add-on. Fields are automatically pre populated with investor data where available to increase information accuracy and process efficiency. Customisable workflows control how users complete each form to minimise errors and speed up processing. Digital signatures accelerate completion times and maximise security. And a management dashboard provides real-time visibility of every stage in the process.
MAXIMISE FUNDRAISING SUCCESS
Real-time status updates on investor responses help investment managers optimise their fundraising. Users can create customisable investor invitations, see whether prospects have opened a subscription form, if they’ve completed it, whether supporting KYC documents have been submitted, who the ultimate beneficial owners are and how much money the prospect is committing. Managers can use the information to nudge prospects towards sign-up and hone future capital raising activities.
BOOSTING OPERATING EFFICIENCIES
Seamless connectivity between the dp360 portal and back-end administration systems automates the end-to-end workflows. Data entered on online forms can be captured accurately, and used to create and update investor records in the transfer agency platform automatically. Online workflows improve transparency and control, and reduce the operational effort for administrators.