Workflow for fund registration

Registering funds for non qualified investors in Switzerland requires to follow specific regulation and rules set by the Swiss Financial Market Supervisory Authority (FINMA). It also requires to collect a large number of documents from funds managers and exchange between legal, operation and sales department of the registering fund company. Our workflow system, especially designed for this matter and embedding the entire FINMA logic, drastically simplified this process in reducing necessary time to perform onboarding and renewal. It saved 50% of needed resources to perform onboarding.