Implementing innovative software to Digitize Investor KYC Onboarding

Implementing innovative software to Digitize Investor KYC Onboarding

In our continuous search to optimize our services for our clients we have partnered with Mesh ID to streamline our investor onboarding.

The innovative software of Mesh ID empowers us to provide private fund investors with better services and an exceptional experience. The investor’s onboarding process is digitized on the Mesh ID platform which adds collaboration features, real-time KYC tracking, and in-depth compliance reporting. Limited partners are guided through the entire KYC and onboarding process via a user-friendly experience which employs conditional logic to simplify the investor’s onboarding experience. The efficiency of this process reduces the total time it takes to onboard investors while speeding up the time it takes for a new fund to close and ultimately providing an outstanding experience to investors.

"We believe that with integrating Mesh ID’s solution into our existing technology and software solutions we add a great solution for streamlining workflows and creating a seamless investor onboarding experience. Mesh ID has developed a very intuitive solution for both us as well as the fund investors. It provides us and fund managers greater transparency into the investors' onboarding journey. For investors, the implementation of Mesh ID has simplified the KYC onboarding process by intuitively guiding them through their onboarding, which ultimately saves time, eliminates frustration and reduces the risk of errors. We are excited to offer this solution to our new and existing fund clients and support them in their fundraising and investor relations initiatives," says our Global Head of Fund Services, John Verhooren.

"We are excited to partner with forward-thinking fund administrators like Trustmoore to reimagine how technology can serve fund managers and their investors," says George Pedra, the CEO of Mesh ID. "LPs enjoy a fundamentally improved experience, and managers will benefit from significantly better investor onboarding and ultimately quicker fund closings."

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