Professionalise your onboarding
The Catalist platform manages AML/CFT checks, wholesale investor approvals, and collects the tax details you need for your FATCA and CRS annual returns. Maintain full visibility over automated investor onboarding, without having to manage it yourself.
Keep it private or publicise widely
We have options for private investment pages or we can publicise your offer through our marketplace, newsletter and social channels. There are flexible options for privacy of documentation. With our unique licenced status, we can even help you manage a fund that is accessible to retail investors for a fraction of the usual costs.
Automated registry
Eliminate the need for manual updates of your investment records, commitments and called capital.
Investor records are kept up to date without the burden on your customer service resources.
Less admin
Manage automated capital calls with branded emails, investor segmentation and personalised notices. We have all the flexibility you need for different fund structures.
Catalist manages payments and bank reconciliations to save you time and money, whilst platform reporting gives you full transparency.
