Investor onboarding & customized reporting.

CommonSubDoc

Investor onboarding & customized reporting platform.

CommonSubDoc (CSD) is an end-to-end investor onboarding and customized reporting platform - an enterprise technology solution that gives fund administrators and asset managers an all-in-one workspace to manage the full onboarding life cycle of alternative investment transactions.

• Digital subscription documents with e-signature
• Built-in KYC, AML and accreditation checks
• Branded, white-labeled investor portal
• Customizable investor statements and reports
• Audit trail and document version control