Launched in Q4 2019, Smart Subscription™ is our proprietary digital subscription technology designed to transform the investor onboarding process. What was once a manual, time-consuming workflow has been reimagined as a seamless digital experience that benefits both investors and fund managers.
Simplifying the Subscription Process
Smart Subscription™ is tailored to each client’s unique subscription agreement, replacing static PDF forms with a dynamic, guided digital process. Investors can now:
- Complete Questionnaires in Minutes: No more lengthy back-and-forth or manual paperwork. A built-in completeness check ensures that all required fields are answered before a subscription agreement can be executed.
- Leverage Auto-Populated Data: Returning investors can have their prior information pre-filled, reducing errors and expediting the completion.
- Assign Delegate User: Ability to add an authorized person to complete the questionnaire on behalf of the investor. When ready, investor can simply review and execute the DocuSign within Smart Subscription™.
- Milestone Tracking: Real-time updates keep both investors and fund managers informed at every stage of the subscription process.
For fund managers, the result is a scalable solution that reduces bottlenecks, lowers operational risk, and improves investor satisfaction.
Continuous Innovation
Since its launch, Smart Subscription™ has continued to evolve. We have expanded the number of law firm templates we support, mapping directly to the subscription agreements most commonly used in the industry. These enhancements ensure a consistent, compliant, and investor-friendly experience across funds and strategies.
Leadership Perspective
“Smart Subscription™ represents a major step forward in modernizing how funds engage with their investors. By digitizing and streamlining what was once a complex and error-prone process, we’re helping fund managers improve efficiency while giving investors a smoother, more transparent experience. It’s a perfect example of how our technology is delivering on our promise of Fund Administration, Redefined.“
— Ian Asvakovith, President & CEO
Why It Matters
Investor onboarding is one of the first touchpoints between a fund and its investors. With Smart Subscription™, that experience is no longer defined by stacks of paperwork and days of delay. Instead, it’s a modern, efficient, and transparent process that sets the tone for a long-term relationship.