Fund Subscription Overview
Description
Fund subscriptions made easy for fund managers and investors. Track investor engagement through actionable insights and streamline the subscription process from start to finish.Features
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Smart Contracts
Blockchain Based
Distributed Ledger Based (Non Blockchain)
Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Templates
Document Checking and Formatting
Digital Signatures - Functionality included
Digital Signatures - Integrations with third party apps
Document Classification, Indexing, Metadata - Automated/Predictive
Document Classification, Indexing, Metadata - User Added
Offline Access and Editing
Batch Processing - Scanning and OCR
OCR Indexing of pdfs
File Syncing (remote/desktop to cloud)
Emails - Automated filing
Document Management
Access Controls
Document Database Management (Repository for Archiving and Retention)
Document Disposition Based on User Defined Rules
Encryption capabilities
Integration with Microsoft Teams
Version Control
Search Metadata, Classifications and Indexing
Data Loss and Malware Prevention
Data Recovery
File Types - Multi Format Support
Records Management Compliance Support
Search Full Text
Search Federated Across Multiple Data Sources
Search with Natural Language Support
Compliance Tracking
Geolocation Controls for Data Storage
Document Collaboration
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