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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

Onboarding Accelerator is built on the Counterparty Manager community

Revolutionize your onboarding

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Events

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IHS Markit Event 18 September 2019

Forum for the Asset Management Ecosystem (FAME)

We are excited to be hosting you at the Forum for (...)

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IHS Markit Event 17 September 2019

Third Party Risk Client Roundtable

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IHS Markit Event 18 September 2019

Tax Solutions Client Roundtable

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