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Counterparty Manager: Onboarding Accelerator

Designed to revolutionize

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.

Download the Onboarding Accelerator factsheet.
Download Infographic - Why is client onboarding so challenging?

Watch our onboarding videos

Onboarding Accelerator is built on the Counterparty Manager community

Revolutionize your onboarding

  • Deploy Capital Faster

    Deploy Capital Faster through reduced onboarding times (as quickly as one day!)

  • Improved client experience

    Improved client experience with guided steps and requirements

  • Decrease costs

    Decrease Cost of doing business

  • Minimize operational risk

    Minimize operational risk

  • Provide transparency

    Data driven analysis to identify root causes of onboarding delays

  • Standardize and automate

    Standardize and automate processes across client types and regions

  • Controls and audit trails

    Provide transparency and systematic controls and audit trails

  • Reduce manual communication

    Reduction in manual time-consuming communication

  • Ecofriendly

    Eco-friendly by reducing printed documents

Thought leadership and whitepapers

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