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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Dashboard CSD

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

Easy Onboarding

Simple, smooth, and guided electronic subscription flow for investor onboarding

Clients

Dashboards

Comprehensive interactive dashboard to track investor onboarding status, AML/KYC, and other insights

Strategies

Data Room

Share, track and store
documents for both fund manager and investor

Strategies

e-Signature

Electronically sign a
subscription agreement on the platform

Clients

Branding

White-label branding and customized CRM portal

Exchanges

Market Your Fund

Build your own marketing material to promote your fund

Exchanges

Universal Profile

One profile for all investments, no need to fill-in information again

Relationships

Investor Portfolio

Easy & convenient way to track performance of your investment

SOC1/SOC2/SOC3 Audits

Online Statements

Easily view, download and print your fund online statements

Transfer Agent

Highly Secure

Multi-Factor Authentication to help better secure your online accounts and access

 AML/KYC

Risk & Compliance

Perform AML/KYC, evaluates and screen investor risk, build-in tools for due diligence and compliance

Transfer Agent

Regulatory Support

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.

E-signature integrated

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.

Secure system with 2FA

Multi-Factor Authentication (a.k.a. MFA) to help better secure your online accounts and access.

Dashboard with visibility

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.

Integrated AML/KYC compliance, including

CSD vs. Other Platforms