Turn commitments into capital faster with automated onboarding
Raising capital is only the beginning — true momentum happens when investors onboard effortlessly. FundCentre™ Onboarding helps fund managers accelerate closings, simplify subscriptions and AML/KYC compliance, and deliver a faster, smarter, more transparent investor onboarding experience.
Accelerate fund closings with seamless investor onboarding
Close funds faster
Automate the entire onboarding process — from delivering subscription documents to final approval — so you can deploy capital faster.
Save time and resources
Enhance the investor experience by streamlining subscription delivery; simplify AML/KYC requirements and document signing and collection; and resolve outstanding tasks with ease.
Boost pipeline transparency
Track document status and investor progress in real time, spot outstanding tasks quicker and communicate with LPs directly in-app.
Stay compliant
Built-in AML/KYC checks and real-time dashboards help you track investor progress, meet regulatory standards, customize requirements and minimize compliance risk.
How does FundCentre Onboarding compare?
In today’s competitive fundraising environment, speed and precision matter. SS&C Intralinks’ FundCentre Onboarding streamlines investor subscriptions so you can close faster, deploy capital sooner and stay fully compliant. Discover how our onboarding solution outperforms the competition — and why 9 out of 10 of the world’s leading global PE firms choose FundCentre.
| Category | Feature | FundCentre Onboarding | Competition | |||
|---|---|---|---|---|---|---|
| Subscription document management and workflow | Generate and deliver digital fund subscription packages directly to investors | |||||
| Create custom workflows with conditional logic | ||||||
| Map subscription documents and generate templates for recurring workflows with ease | ||||||
| View, approve and digitally sign documents using DocuSign | ||||||
| Collect investor data once and reuse it across multiple documents | ||||||
| Ensure complete data capture with distinct GP and LP workflows | ||||||
| Gain real-time onboarding insights through intuitive dashboards | ||||||
| Sign and countersign documents seamlessly | ||||||
| Use smart forms that automatically adapt to investor type or jurisdiction | ||||||
| Investor experience | Modern, intuitive interface | |||||
| Single login across all GPs | ||||||
| In-app messaging, commenting and notifications | ||||||
| Customize documentation requirements for every LP type, jurisdiction and risk rating | ||||||
| Auto-fill documents with data stored in the investor profile | ||||||
| Dynamic screens reduce manual input for investors | ||||||
| Guided workflows lead investors through sub-documents, ensuring they complete only the relevant sections | ||||||
| Regulatory compliance | Collect the data needed to meet KYC/AML requirements | |||||
| Track beneficiaries, controlling persons and close associates | ||||||
| Maintain a complete history log of all notifications and messages | ||||||
| Leverage a built-in risk rating calculator and country risk profiles | ||||||
| Assess potential investor risk levels based on jurisdictional profiles | ||||||
| Reporting & analytics | View and track the status of onboarding tasks | |||||
| Export onboarding packages with populated sub-documents, supporting documentation and data extracts | ||||||
| Bulk export investor onboarding task data for streamlined transaction processing | ||||||
| Customer experience | 24/7 comprehensive support in 140+ languages | |||||
| Dedicated project managers to guide implementation | ||||||
| Professional services team to assist with document mapping and supporting document rule configuration | ||||||
| Fast, seamless implementation process | ||||||
| Flexible technology that scales with your firm’s growth | ||||||
| Robust product roadmap and continuous development | ||||||
| Enterprise integrations and security | ISO 27701-certified | |||||
| Secure document and data management | ||||||
| Bank-grade security standards | ||||||
| Automatic audit trails for full transparency | ||||||
| Role-based user permissions for streamlined management | ||||||
| Controlled access for legal counsel and fund administration partners | ||||||
| Seamless data sharing across FundCentre and other systems via APIs | ||||||
| See More | ||||||
| See Less | ||||||
Trusted by leading institutions worldwide
A better GP and LP experience
Intralinks has improved our capital raising process and investor experience.
Kyle Huber, IT Professional, Invesco
Source: TechValidate survey of 2,917 Intralinks users
Fundraising made easy
Using Intralinks during the fundraising process made it easy to give potential investors access to our materials for due diligence purposes.
Vice President, Small business financial services
Source: TechValidate survey of 2,917 Intralinks users
Industry-wide adoption
90 percent of those surveyed were likely or somewhat likely to consider Intralinks first when looking at a fundraising solution.
Source: TechValidate survey of 2,917 Intralinks users
