E-Subscription / Onboarding | Digital Platform
CommonSubDoc
A web-based Investor onboarding platform designed to manage your investor relationship and simplify the investor onboarding and investment process.
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About Us
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.
1000+
Employees Globally
950+
Active Fund Managers
$25bn+
Assets Under
Administration
120k+
Research & Development
Hours
30k+
Investors Onboarded
SOC 1,2 & 3
Audited
All-In-One Platform
Easy Onboarding
Simple, smooth, and guided electronic subscription flow for investor onboarding
Dashboards
Comprehensive interactive dashboard to track investor onboarding status, AML/KYC, and other insights
Data Room
Share, track and store
documents for both fund manager and investor
e-Signature
Electronically sign a
subscription agreement on the platform
Branding
White-label branding and customized CRM portal
Market Your Fund
Build your own marketing material to promote your fund
Universal Profile
One profile for all investments, no need to fill-in information again
Investor Portfolio
Easy & convenient way to track performance of your investment
Online Statements
Easily view, download and print your fund online statements
Highly Secure
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
Regulatory Support
Supports various regulatory requirements including FATCA/CRS and year end reporting
CSD Interface & Highlights
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
Advanced
Missing
Digital Subscription workflow
Complete
Basic
Investor & Manager Portal
Advanced
Basic
Automated Calls / Distributions
Standard
Missing
API Integration
Available
Missing
Cost / Fees
Low
High
Customer Service
Standard
Missing
Transition / Replication
Standard
Limited
Integration with Accounting Platform
Complete
Missing
Reporting
Advanced
Basic
Tear Sheet
Standard
Missing
Domicile / Structure
Any
Some
Asset Class
Any
Some
Data Room
Standard
Missing
Portfolio Builder
Advanced
Basic
Universal Profile
Yes
No
Campaign & Branding
Advanced
Missing
Marketplace
Available
Missing
Compliance (AML & KYC)
Complete
Missing
DDQ
Available
Missing
Security (2FA / MFA)
Advanced
Basic
Regulatory Support
Complete
Missing
SOC Audits
Complete
Basic
Latest Updates
-
17 NOVCSD Demo 2.O
Webinar
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.
-
16 NOVEvolution of Technology in Fund Administration
Podcast
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.
-
15 NOVHow to Start Your Crypto Fund the Right Way
Webinar
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.