Centralis Group: Streamlined digital onboarding and lifecycle management for effortless investor management across all fund structures.

With our secure efficient onboarding services we can help you overcome the challenges of manually onboarding investors into funds, updating records and communicating on transactions. Centralis Group provides digital onboarding services to a wide variety of fund structures and alternative asset classes.

In today’s digital environment, investor onboarding needs to be seamless, secure and fully compliant across every stage of the investment lifecycle.We offer a fully digitised, investor onboarding experience throughout the end-to-end investor lifecycle.  Our investor services team will help you to communicate effectively with investors, protect their data, securely access information and streamline the complete investment journey.

Our seamless onboarding processes with integrated workflows and multiple layers of defence ensure the highest levels of data quality, control and accessibility of your investor data. We proactively monitor local and global regulatory requirements to ensure your investor related operations always remain compliant.

Why choose us for investor onboarding?

• Comprehensive, digital-first onboarding: A fully digitized onboarding process that covers every aspect of the investor journey.
• Data protection and quality assurance: Integrated workflows and security measures maintain top-tier data quality, control and protection.
• Proactive regulatory compliance: Our team stays ahead of regulatory requirements, so your investor-related operations remain compliant.