Counterparty Manager: Onboarding Accelerator

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New account onboarding is one of the most pressing challenges for the Financial Services industry. A lack of industry standardization, transparency and controls, manual communication and changing requirements across institutions leads to 40+ days to onboard a new account and deploy capital.

Counterparty Manager: Onboarding Accelerator is an automated and customizable end-to-end onboarding solution for brokers, custodians, corporates, fund admins, managers and service providers. Built within the Counterparty Manager platform, it integrates entity data, document collection, KYC and Tax profile validation, regulatory protocols and self-declarations, legal and credit agreements and operational set up into a seamless solution.

Key Benefits

  • Deploy capital faster through reduced onboarding times, as quickly as 1 day
  • Improved client experience with guided steps and requirements
  • Decrease cost of doing business
  • Minimize operational risk
  • Data driven analysis to identify root causes of onboarding delays
  • Standardization of processes across client types and regions
  • Systemic controls and audit trails
  • Reduction in manual communications
  • Eco-friendly by reducing printed documents



Product/Service details