Saffron Institutional Onboarding Solution (IOS) has been specifically designed for the financial marketplace and provides complete control over any in-house or outsourced activity concerned with mandate onboarding or fund launches. Asset managers and asset servicing firms can evidence that they are in complete control of all processes as the outsourced body, due to the powerful workflow that is at the heart of Saffron IOS.
Saffron IOS takes the approach of a project manager, with four distinct levels of activity: Programs, Projects, Sub-projects and Tasks. Users can drill down to the lowest level of detail within all tasks to update status and utilise the Task Sign Off facility. This control
includes: sign off of documents; the confirmation of delivery or uploading of documents; fee review and sign off; acceptance of AML system integration; and external user messaging.
How it works
Saffron IOS is designed for...