E-Subscription / Onboarding | Digital Platform
A web-based Investor onboarding platform designed to manage your investor relationship and simplify the investor onboarding and investment process.Download Brochure
CommonSubDocTM was developed by Formidium Technologies. The application serves as the backbone for Formidium's 950 clients across all asset classes. With over 160 personnel, Formidium Technologies is dedicated to solving the problems of the alternatives investment community by providing cost-efficient, best-in-class solutions.
Active Fund Managers
Research & Development
SOC 1,2 & 3
Simple, smooth, and guided electronic subscription flow for investor onboarding
Comprehensive interactive dashboard to track investor onboarding status, AML/KYC, and other insights
Share, track and store
documents for both fund manager and investor
Electronically sign a
subscription agreement on the platform
White-label branding and customized CRM portal
Market Your Fund
Build your own marketing material to promote your fund
One profile for all investments, no need to fill-in information again
Easy & convenient way to track performance of your investment
Easily view, download and print your fund online statements
Multi-Factor Authentication to help better secure your online accounts and access
Risk & Compliance
Perform AML/KYC, evaluates and screen investor risk, build-in tools for due diligence and compliance
Supports various regulatory requirements including FATCA/CRS and year end reporting
CSD Interface & Hightlights
Comprehensive dashboard covers onboarding status, investor profiles, AML/KYC, capital activities, insight and analytics.
Simple, smooth, and guided electronic subscription flow for investor onboarding.
Share, track and store documents for investor and fund managers.
Predefined templates to market your fund and easy options to design and upload your content.
Multi-Factor Authentication (a.k.a. MFA) to help better secure your online accounts and access.
Electronically sign your subscription agreement on the platform.
View investor risk, due diligence, and compliance information for each investor.
Build and reuse your profile for all investments; no need to fill-in information again.
CSD vs. Other Platforms
Dashboard / CRM
Digital Subscription workflow
Investor & Manager Portal
Automated Calls / Distributions
Cost / Fees
Transition / Replication
Integration with Accounting Platform
Domicile / Structure
Campaign & Branding
Compliance (AML & KYC)
Security (2FA / MFA)
CSD Demo 2.O
Meet your investor onboarding and investor relationship software, brought to you by "Formidium," the leading technology-enabled fund administrator. Take a deep dive into CSD newest features, updates and benefits.
Evolution of Technology in Fund Administration
In this episode, Formidium Founder and CEO Nilesh Sudrania and Co-Founder and CGO Shalin Madan discuss how technology is evolving within the fund administration ecosystem.
How to Start Your Crypto Fund the Right Way
Do you want to start your digital assets fund, but don't know how? check this webinar to deepen your expertise and start your crypto fund the right way.