Tocan: Digital investor onboarding

Tocan simplifies your challenges, unlocking a host of benefits that include:

• Streamlining the onboarding process, reducing client attrition and abandonment rates, and enhancing the overall investor experience 
• Providing high-level and granular real-time insight into applications ensuring full transparency and smoother processes
• Providing accurate, real-time approximations of asset raises, empowering fund managers with up-to-the-minute data to guide decision-making 
• Offering a fully tailormade, white-labelled platform that seamlessly integrates into your branding to preserve brand identity
• Delivering a next-generation investor experience, laying the foundation for future-state digital assets
• Facilitating interaction and collaboration with fund administrators through its unified, integrated platform, eliminating fragmentation, and ensuring streamlined engagement

• White-labelled data room: Tailor your virtual data room to showcase your fund launches and marketing materials
• Embedded KYC/AML framework: Built-in risk frameworks, including World-Check for Politically Exposed Person / sanction screening
• Automated document handling: DocuSign integration ensures fast, secure digital document execution
• Permissioned data reuse: Investors retain control of their data for future use, allowing rapid re-submission for new fund applications
• Real-time dashboards: Provides transparency and oversight, offering a single source of truth with real-time updates on investor status
• Multi-tenancy support: Configurable workflows and user permission hierarchies to emulate existing roles, enabling collaboration across stakeholders
• Scalable architecture: A SaaS platform designed to support growth, evolving fund products, and future trends in digital and tokenised funds
• Cyber and other security protections