Many fund managers don't realise how complex and confusing their fund's application process is until they have to complete an application for themselves.
Olivia123 has been designed and developed to make the task of completing managed fund application forms faster, simpler and more efficient. And faster, simpler and more efficient applications mean happier investors, fewer delays in processing, and ultimately a smoother business process.
No one benefits from having an investor's application delayed while the documentation is sorted out, and the application money sits in the Custodian's bank account, rather than as units in the fund.
Olivia123's rules based online application process is customised to reflect each fund's brand, terms and application process. Investors only see and complete the necessary information as Olivia123 guides them through the form, eliminating errors and omissions wherever possible.
Manage your applications online using Olivia123's dashboard to sort applications and monitor progress to provide improved levels of client service.
Olivia123 includes a secure AML and KYC module to allow each investor's identity to be confirmed, with documents such as driving licences to be verified online in real time. Scanned copies of additional documents can be uploaded and attached with the application form, or if required printed, signed and sent by post.
The completed application is submitted securely and in real time for processing by the fund's administrator, and/or printed for the client's records. Faster processing avoids missing investment deadlines and cut-offs, happier clients and faster access to investment funds.