For Fund Managers

Connect with your investors online

Build your direct to consumer business in a fully digital environment to get closer to your customers.

Create new digital distribution channels

Activate your digital marketing channel to grow your funds under management. Reach new direct investors with targeted digital marketing campaigns.

A technology platform for direct investing

An end-to-end, secure digital
platform. Plug and play investor onboarding saves time, reduces errors and improves your investor's experience.

Integrate with any registry provider

Cloud technology enables
seamless data transfer for registries, fund managers, direct investors and their advisers.

Build your tech stack

A technology enabled front office solution for fund managers allows you to keep existing relationships with service providers in place and upgrade your investor experience.

Compliance by design

The compliance infrastructure at its core gives you peace of mind. Built and designed for compliance including automated and configurable AML/KYC + FATCA + CRS + DDO.

Disclosure documents

Product Disclosure Statements, Financial Services Guides and Target Market Determinations are permanently linked to the investor account for Corporations Law compliance and DDO tracking.

Digital document execution

Multi party digital signatures built in, with eSign and PIN to sign options. Full audit trail to know who has signed what and when with signature tracking.

Wholesale investors

Inbuilt Qualified Accountant certificates in an ASIC approved format enables accountants to complete online in seconds with automated renewal.

Team-based collaboration built-in

Shareable accounts give investors the power to invite other people such as their accountant or adviser to assist with their investments at any time.

Real time entity verification

Real-time verification against government databases means verified data on all legal entity types and Ultimate Beneficial Owners.

Your branding

Use your own corporate branding including font and colours for seamless integration with your website and online marketing.

Optional private onboarding process

Invite-only access to your funds, track where investors are coming from, and see who is starting an application with campaign tracking.

More »Less Features

Security and data protection

Multi-level role control

With professional accounts, multiple user account levels allow specific members of a team to perform specific tasks and access specific information based on their role.
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Two-factor authentication

For protection of your data we use two-factor authentication for your account. Each time you log in, you’ll need to enter a unique code we send to you.
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Protection comes built-in

Connexian has built-in security features to better protect your data. Secure cloud infrastructure using Amazon Web Services (AWS) for industry leading data protection.
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