Our solution is designed to deliver controllable, auditable and scalable mandate onboarding and fund launch processes to the financial market place.
Our solution is designed to deliver controllable, auditable and scalable mandate onboarding and fund launch processes to the financial market place.
Mandate onboarding solutions designed for private client investors are mainly concerned with KYC and suitability. The Mandate onboarding process is very different and highly complex, our solution has been created to serve the unique characteristics of implementing new mandates and launching new products for teh asset manager market.
Large organisations will often have outsourced as well as in-house processes to control. There might be several third parties that are assisting an asset manager with onboarding as well as a team dedicated to fund launches. Our solution supports fund administrators, custodians and other asset servicing firms across the entire fund launch and mandate onboarding process.’
Irrespective of your organisation type, the solution uses advanced automation and workflow to enable you to take on more mandates and launch more funds, while retaining a high degree of control at all times.
We appreciate the value of data and the need for strong governance in any fund launch or mandate onboarding project. We’ll work alongside your team and external data providers to ensure that your data is seamless, timely, accurate and compliant.
We’ll work with you to develop or amend your existing business model and engage with all stakeholders to ensure that the deployment meets the needs of the entire business. In this way, we’ll help you secure buy-in, overcome any detractors and deliver a smooth implementation.
With a long, successful history in delivering innovation to the investment management market, Saffron’s senior management team has a deep understanding of the benefits of data-driven process automation and first-hand experience of mandate onboarding and fund launches within Tier 1 investment houses.
It’s a track record that includes the design, development and management of an award-winning middle office software company that to date has deployed to over 100 organisations within the global asset management industry.
The combination of these skill sets has enabled Saffron to create a truly unique and ground-breaking solution to the thorny problem of scaling fund launch and mandate onboarding operations within asset management and asset servicing firms.
Gain control
Save time
Reduce risk
Improve profitability
Generate more business
Our customisable platform delivers an intelligent, automated solution with an event-driven workflow that manages and maintains all aspects of institutional onboarding. Our technology accelerates processes and can reduce client onboarding time by up to 50%.
Our innovative approach is helping firms control their mandate onboarding and fund launches in the asset management market. Find out why we're different, what's shaping our vision for the future - and how we can help you achieve yours.
Our state-of-the-art solutions can be rapidly deployed, have low set up costs, and scalable architectures to help you quickly gain competitive advantage in rapidly expanding markets. See our solutions in action…
