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Direct-To-Consumer for Asset Managers

Fund Services Direct-to-Consumer for Asset Managers Mastering investor engagement digitally-empowering asset managers with a seamless backend for direct investor access and automated distribution.

A Scalable Backend for Seamless Direct-to-Investor Distribution

The Direct-to-Consumer (D2C) solution, on our FundsDLT platform, is a backend infrastructure designed to support investor-facing applications, enabling direct fund distribution for asset managers. It automates core functions such as investor onboarding, order processing, and compliance, ensuring seamless integration with front-end applications.

Why It Matters

D2C transforms fund distribution by giving asset managers direct control over investor interactions while significantly reducing costs. It eliminates intermediary fees, automates compliance workflows, and enhances transparency. With real-time insights and seamless digital experiences, asset managers can optimize decision-making, improve fund accessibility, and increase operational efficiency.

Benefits to our clients

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Effortless Investor Onboarding

Automate KYC and AML processes as well as regulatory reporting for a frictionless entry.

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Streamlined order execution

Improve transaction speed and accuracy with automated trade processing.

Real-time reconciliation

Gain instant visibility into fund flows and investor transactions.

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Data-driven decision making

Leverage investor behavior analytics to optimize fund distribution.

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Digital engagement with investors

Engage investors directly with a frictionless digital experience-automated onboarding and real-time access.

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Front-end development support

White-label or bespoke assistance in creating seamless, investor-friendly web and mobile applications.

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Reporting

Real time reporting for informed decision making.

Features

Digital Backend

Reduces operational workload by streamlining investor onboarding, trade execution, and cash settlement.

Regulatory Compliance Integration

Ensures seamless adherence to MiFID and AML standards.

Data Analytics & Insights

Provides direct visibility into investor demographics, behaviors, and fund trends.

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Get in touch with our team

Contact us to explore how our custody and asset servicing solutions can support your fund distribution strategy.