LockDocs
Our streamlined platform for digitized investor onboarding, automated subscriptions, and investor data management enables a frictionless investing experience from the first moment of engagement.
- Freedom of data portability for your clients and their information
- Client information is always up to date and in order
- Reduce administration burden for staff and clients
- Scale your business and raise more capital by accessing the broader investment community
- Digital audit trails to ensure the firm and client remain in compliance