Digital Onboarding

Are you tired of paperwork and complexities of investor onboarding? 

Say goodbye to the old ways. Embrace the future of client acquisition with our revolutionary two-in-one  Digital Onboarding tool!

Time is of the essence when it comes to launching funds and engaging with potential investors. 

That's why we've created a seamless, end-to-end solution that removes the burdens of paper-based onboarding and accelerates your path to success.

With our cutting-edge Digital Onboarding and Preboarding tool, you can bid farewell to the tedious process of collecting physical signatures on application forms and agreements. 

Everything is streamlined, simplified, and digitized, allowing you to focus on what truly matters: building relationships and growing your funds.

Imagine a world where you can effortlessly complete the documentation formalities of prospects and customers, taking their commitment at the speed of thought. Amazing! Isn’t it!?

Our tool enables you to pre-board investors, ensuring they are ready to invest and providing you with a head start when launching new funds. No more delays or missed opportunities!

But it doesn't stop there. Our two-in-one tool is designed to provide an exceptional experience for your high net worth customers, ensuring their journey with you is smooth and enjoyable. From digital signatures to instant document submission, we've made it effortless for them to join your investment ecosystem.

Experience the power of automation and efficiency. With Digital Onboarding and Preboarding, you'll not only enhance the experience for your UHNI customers, but also build powerful sales funnels that drive growth for your funds.

So why settle for outdated, paper-based processes? Embrace the future of client acquisition and propel your AIF to new heights with our  game-changing Digital Onboarding and Preboarding solution.

Smart Statements

In a world of sophisticated investors, where every detail matters, don't settle for anything plain and boring. Introducing the future of financial communication: the Audio Visual Account Statement!

Say goodbye to those monotonous PDF statements that fail to capture attention and interest. With our cutting-edge Audio Visual Account Statement, we've transformed the way your investors experience their financial journey.

Imagine your investment data brought to life, in stunning visuals that effortlessly convey complex information. Our sophisticated graphics and animations make it easy for your investors to understand their portfolio performance at a glance, fostering a deeper connection and trust.

But it's not just about aesthetics. Our Audio Visual Account Statement is designed to provide a seamless, intuitive experience. With a simple click, investors can delve into specific details, explore investment breakdowns, and gain valuable insights that empower their decision-making.

Digital Vault

In the fast-paced world of alternative investment funds, the importance of document management cannot be overstated. That's why we've created a game-changing solution: The Digital Document Vault!

At Validus, we understand the value of easy, secure, and efficient document storage and retrieval. With our revolutionary Digital Document Vault, you can wave goodbye to the frustrations of traditional paper-based systems and embrace a new era of convenience and control.

Our simple, yet powerful utility empowers AIFs to store critical documents with ease. Whether it's KYC proofs, contribution agreements, application forms, or any other essential paperwork, our Digital Document Vault provides a secure cloud-based storage solution that ensures your documents are perpetually protected.

With just a simple click, you can effortlessly store and retrieve important documents. No more rifling through stacks of paperwork or worrying about misplacing critical files. Our intuitive interface allows you to quickly find what you need, when you need it.

Narrator: But it doesn't stop there. Our Digital Document Vault is designed to cater to the unique needs of alternative investment funds. You can store documents related to individual investors, corporate investors, distributors, and other partners. From regulatory filings to reports and legal papers, our vault has you covered.

“The Digital Document Vault has transformed the way we manage our documents. It's a one-stop solution that keeps everything organized and accessible.”

“Our team loves the secure cloud storage feature. It provides peace of mind knowing that our critical documents are safe and can be retrieved in an instant.”

Embrace the power of seamless document management. With the Digital Document Vault from Validus, you'll have a secure and efficient solution that streamlines your operations, saves time, and ensures compliance.

So why drown in a sea of paperwork when you can unlock the benefits of a digital revolution? Choose RTA solutions from Validus and experience the simplicity and convenience of the Digital Document Vault.

Smart Reporting Deck

In the world of alternative investment funds, having a comprehensive view of your business activities is paramount.  Data is the lifeblood of your business. That's why we've created the ultimate smart reporting deck. 

Smart reporting deck gives you access to multiple reports across customer service, fund operations, fund administration and fund accounting. 

It all starts with a simple listing of your funds—fund names, categories, number of investors, commitments raised, capital raised, funds invested, dry powder left, and so much more. But that's just the beginning. With a click of a button, you can dive deep into each column, revealing invaluable insights and unlocking a wealth of information. Whether you want to explore the number of investors across different types—individual, corporate, and more—or analyze the intricate details of capital raised, including participation rates, defaults, and investment amounts, our report deck has you covered.

Imagine the power of having a complete understanding of your business activities at your fingertips. The Business Activity Report enables you to track the pulse of your funds, make strategic decisions, and drive growth like never before.

“Smart reporting deck has transformed the way we analyze our fund metrics. It provides a comprehensive view and allows us to identify areas of improvement.”

“The drill-down capabilities have been a game-changer. We can explore every column in-depth, uncovering insights that help us make data-driven decisions”

“We can now identify bottlenecks and streamline our processes with ease. It has made a significant impact on our operational efficiency.”

Join the ranks of AIFs that harness the power of data and drive success. Say goodbye to guesswork and hello to the smart reporting deck.

So why settle for surface-level insights when you can unlock the full potential of your business activities? Choose our RTA solutions and embrace the power of the Business transformation.

Compliance Calendar

In a world of ever-changing regulations and countless compliance events, staying on top of your game is no easy task. But fear not! Introducing our game-changing solution: The Compliance Calendar!

At Validus, we understand the importance of keeping your organization compliant at all times. That's why we've developed a powerful tool that simplifies and streamlines your compliance management like never before.

With our innovative Compliance Calendar, you'll never miss a beat. This comprehensive tool lists all your compliance events in a simple, easy-to-view calendar format, ensuring that every important date and action is right at your fingertips.

No more juggling multiple spreadsheets or sticky notes. With just a click, you can drill down into each compliance item, take immediate action, and even assign tasks to the relevant team members. It's a seamless collaboration platform that keeps everyone accountable and ensures nothing slips through the cracks.

But it doesn't stop there. Our Compliance Calendar goes above and beyond by providing personal reminders and status updates. You can customize your notifications, set reminders, and track the progress of each compliance item—all in one place.

"The Compliance Calendar has revolutionized the way we manage compliance events. It's intuitive, user-friendly, and ensures we never miss a single action."

"This tool has saved us countless hours and provided peace of mind. It's like having a personal assistant for our compliance management."

And here's the best part: our Compliance Calendar is not just a compliance management tool. With its simple UI and intuitive interfaces, it doubles up as an effective to-do list tracker, helping you stay organized and focused on all your tasks.

So why drown in a sea of compliance complexity when you can ride the waves of efficiency and control? Embrace the power of the Compliance Calendar and conquer your compliance challenges like a pro.

Dedicated Apps for you, your investors and distributors

In a world where real-time information and self-service capabilities reign supreme, we present a suite of dedicated web and mobile apps designed to empower every stakeholder in the alternative investment ecosystem. Welcome to a new era of convenience and control!

We believe in putting power in the palm of your hand. With our dedicated web and mobile apps, investors, distributors, AIFs, and their partners can access a wealth of features that keep them informed, empowered, and connected like never before.

Imagine the ability to access real-time updates at your fingertips. With our apps, stakeholders can receive up-to-the-minute information, ensuring they stay informed about their investments and the latest industry trends.

But it doesn't stop there. Our apps provide a slew of self-help features, enabling users to take control of their financial journey. From producing account statements to viewing reports that drill down to the minutest level, stakeholders have the power to analyze their portfolios with ease and make informed decisions.

Worried about sharing sensitive data on public platforms? Fear not! Our apps offer secure chat functionality, allowing stakeholders to communicate and interact without compromising privacy. Say goodbye to scattered conversations on tools like WhatsApp, and embrace a secure and centralized communication hub.

“I love how I can access my account statements and track my investments in real-time. It's like having my own personal financial advisor in my pocket!”

Join the movement towards convenience and control. With our dedicated web and mobile apps , you'll experience the freedom to manage your investments, initiate service requests, and stay connected, all with the tap of a finger.

“The self-help features have transformed the way I serve my clients. I can provide them with instant reports and respond to their requests effortlessly.”

So why settle for outdated methods and fragmented communication? Choose our RTA service and unlock the power of our dedicated apps—your gateway to real-time updates, self-help features, and secure interactions.

Customer Engagement Tools

Imagine a world where customer communication and engagement is effortless, personalized, and fully automated. Welcome to the future of client interactions—the ultimate backend tool that empowers you to redefine your customer relationships. 

At Validus, we understand the power of seamless customer communication. That's why we've developed a groundbreaking tool that puts you in control. With our Customer Engagement Automation, you have the ability to define communication sequences, choose content, select the mode of communication, and elevate your branding and engagement to new heights.

Tailor-made communication sequences? Check. Personalized content? Check. Whether it's upselling, cross-selling, or delivering critical information, our backend tool ensures that your messages resonate with your customers on a whole new level.

But that's not all—our tool goes beyond traditional communication. It offers mobile engagement and digital adoption capabilities that nudge customers to take action, receive crucial information, and even participate in NPS surveys. It's a comprehensive solution that puts you at the forefront of customer engagement.

Imagine the power of automation at your fingertips, driving customer satisfaction to new heights. Our tool saves you time, streamlines your workflows, and ensures consistent, personalized interactions that leave a lasting impression.

So why settle for mediocre customer interactions when you can elevate your brand, boost customer satisfaction, and drive meaningful results? Choose our RTA services and unlock the power of customer engagement like never before.

Redefining the way you engage and delight your customers.