Every investor type in one workflow
The application adapts to the selected investor type so applicants only see the questions that apply.
- Individual
- Joint
- Company
- Trust
- Unit Trust
- SMSF
- Other superannuation entity
Solutions · Fund Managers
Onboard investors across every structure, without the follow up.
Streamline investor onboarding across individuals, companies, trusts, joint applicants and superannuation structures — with the evidence held against one record.
What VeriVest handles
Fund managers rarely onboard one kind of investor. VeriVest adapts the application to the structure in front of it, then keeps everything in a single reviewable record.
Fewer manual chases
Outstanding actions are visible to both sides, with reminders and clear ownership.
- Outstanding document list
- Requests for information
- Assigned reviewer
- Progress tracking
- Automated reminders
- Applicant self service
Wholesale eligibility handled end to end
Pathway selection, evidence, accountant certification and expiry monitoring in one place.
- Product value pathway
- Net assets pathway
- Gross income pathway
- Professional investor
- Certificate expiry monitoring
- Manual compliance approval
Multi fund and multi entity ready
Run several funds and mandates from one organisation with separate settings and reporting.
- Per fund workflows
- Per fund document templates
- Per fund branding
- Consolidated reporting
- Role based access
- Complete audit history
Requirements per investor type are configurable by each organisation. VeriVest does not determine what your fund must collect.
See how it would work for your organisation.
We can walk through configuration, workflows and the evidence pack against your own onboarding process.