Revolutionize your fund subscription workflow
Choose a simple, fast and secure digital investment workflow solution that includes electronic signature and regulatory compliance.
Facilitate the marketing of products by WMA and distributor networks
Your advisor and distributor partners have access to a secure space to manage their business and shorten the sales cycle.
- Monitoring of the sales portfolio
- Sending and tracking online invitations
- Real-time vision of the commissions received
- Commission payment module
"We have chosen MIPISE to digitize the fund subscription process of Private Equity in order to simplify and accelerate the whole investment workflow and respond to the new customers uses"
Investor Relations and Fund Structuring Director at EQUITIS
A fully dematerialized solution for the entire fund subscription process that accelerates, simplifies and makes the whole investment cycle more reliable
Characteristics of the subscription software
Compliance with regulations (MIFID 1 & 2, FATCA, CRS, ALM, etc.)
Back-office et Middle-Office : management & activity oversight dashboards
KYC processing and depositary access
Secured and differentiated user spaces (Middle office, compliance, investors, WMA etc.)
Subscription forms archiving
Customer data archiving
Automated expiry control of supporting documents
Returns and easy corrections
Title transfer module: adjusted Workflow
Carbon footprint: current situation audit vs. digital solution
Private Equity: the dematerialization of the fund subscription process
Jean-Michel Errera, Managing Director and Co-founder of MIPISE, presents this new dematerialized workflow tool that simplifies complex subscription processes in compliance with regulations.
MIPISE launches the first operations on its digital platform for Private Equity fund subscription
Following the launch of its dematerialised Private Equity fund subscription workflow solution, MIPISE announces the launch of the first operations alongside leading players in the sector such as Equitis.