Make paper forms and manual signatures obsolete. dpInk lets you complete, sign and submit any form you need online.
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.
CORE BENEFITS
form completion
FAST AND EASY FORM COMPLETION
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.
vulnerabilities
ELIMINATE FRAUD VULNERABILITIES
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.
processing bottlenecks
oversight
REAL-TIME OVERSIGHT
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.
automatically
POPULATE RECORDS AUTOMATICALLY
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.
form completion
vulnerabilities
processing bottlenecks
oversight
automatically
FAST AND EASY FORM COMPLETION
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.
ELIMINATE FRAUD VULNERABILITIES
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.
REAL-TIME OVERSIGHT
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.
POPULATE RECORDS AUTOMATICALLY
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.