Lifecycle
Lifecycle
Create, duplicate and customize all repetitive workflows for you structure on the platform using our Process Database
Delegate Tasks and keep oversight on your operations
Smart and compliant data collection and usage across all Fields of the Lifecycle management
Examples: Investment processes, LP/Client terminals, Investor relations (capital calls, subscriptions agreements, distribution notices etc.)
Lifecycle
KYC Checklists
KYC checklists to ensure compliance and streamline your customer verification processes with ease.
Approve Cycles
Manage and streamline your approval cycles with ease, ensuring efficient and transparent decision-making.
Alerts and Reminders
Stay up-to-date with our notifications features and updates. Receive real- time and relevant alerts directly to your device, ensuring that you never miss out on important information. Customize your notification preferences to receive only the updates that matter most to you.
Digital Signatures
Fundvis embeds the E-signature provider of your choice into the Platform workflows and enables you, your client's and your cooperation partners to sign all necessary documents effortless on the platform.
