Paperwork is an integral part of every investment management activity. But creating, completing and signing this mass of legal documents and other forms is laborious, expensive, wasteful and error-strewn. dpInk provides the solution.
With dpInk, users can fill out and digitally sign whatever form a firm wants to create, from subscriptions and redemptions to personal detail updates and tax declarations. Investors enjoy faster, easier service interactions. Fund administrators and investment managers minimise costs and workloads.
Users have ready online access to any form they need for every stage in the investor lifecycle. Forms can be completed, signed, submitted, reviewed and approved online, making the end-to-end process fast, transparent and secure. Fields are automatically pre populated with stored investor data where available, minimising completion time and mistakes.
Industry-leading digital signature technology uses legally-binding, certificate-based digital IDs to guarantee each signature’s authenticity, minimising fraud vulnerabilities and bolstering trust. Signing forms digitally also speeds up completion times, as documents no longer need to be sent via post or email.
A management dashboard provides real-time views of all the forms being completed, by whom and where they are in the process. Firms can track prospects’ account opening progress, clients’ tax updates, the status and performance of fundraising campaigns, and what redemption requests are looming – insights they can use to better manage their business.
Data entered on online forms can be automatically extracted and used to create and update investor records in the transfer agency platform. Data is captured and transferred to downstream systems accurately, eliminating the cost, risk and effort associated with manual input.
Users have ready online access to any form they need for every stage in the investor lifecycle. Forms can be completed, signed, submitted, reviewed and approved online, making the end-to-end process fast, transparent and secure. Fields are automatically pre populated with stored investor data where available, minimising completion time and mistakes.
Industry-leading digital signature technology uses legally-binding, certificate-based digital IDs to guarantee each signature’s authenticity, minimising fraud vulnerabilities and bolstering trust. Signing forms digitally also speeds up completion times, as documents no longer need to be sent via post or email.
A management dashboard provides real-time views of all the forms being completed, by whom and where they are in the process. Firms can track prospects’ account opening progress, clients’ tax updates, the status and performance of fundraising campaigns, and what redemption requests are looming – insights they can use to better manage their business.
Data entered on online forms can be automatically extracted and used to create and update investor records in the transfer agency platform. Data is captured and transferred to downstream systems accurately, eliminating the cost, risk and effort associated with manual input.