Engineered Exclusively for Fund Managers
Fragmented, manual onboarding processes represent a measurable liability: delayed closings, heightened compliance exposure, and an investor experience that simply falls short. Dynamo Software's Investor Onboarding solution, built through InvestHub, eliminates these inefficiencies with a fully digital, compliance-ready workflow, spanning first contact through continuous KYC and AML monitoring.
Dynamo Investor Onboarding: Built for Fund Managers
This brochure details Dynamo Software’s fully digital, compliance-ready investor onboarding solution for fund managers, delivered through InvestHub. It replaces fragmented, manual onboarding with a single, audited workflow that spans first contact through continuous KYC and AML monitoring.
Why it matters | Manual onboarding delays closings and increases compliance risk. Dynamo consolidates the entire process to accelerate closes and strengthen compliance from day one.
Proven results:
- 70% faster subscription completion
- 60% reduction in KYC processing time
- 90% fewer AML false positives
- 60,000+ digital subscriptions processed
- 50,000+ investors and users onboarded
Six core capabilities:
- Digital Subscription Workflow — end-to-end profiling, document collection, and e-signature in one audited journey.
- KYC Orchestration — identity verification, sanctions screening, and risk-matrix scoring on a single platform.
- AML & Ongoing Compliance — persistent monitoring, automated KYC refresh, and continuous sanctions screening.
- Configurable Onboarding Portal — white-label, no-code portal with granular access rights.
- Out-of-the-Box Layouts & Reports — pre-configured workflows, KYC dashboards, and AML reports at deployment.
- Scale Fundraising Operations — centralized investor data with role-based access to power future raises.
Next step: Request a private demonstration to experience Dynamo Investor Onboarding firsthand.