Fund Access for Employees
RealBlocks delivers a seamless investment experience for your employees so that they can have conviction for their services and products.
Benefits
Jurisdictional Compliance
Performing KYC/AML and employee eligibility across 12 countries
Synthesize all the operational requirements of different jurisdictions into one seamless online experience
Decreased Burden on Internal Compliance and Operations Teams
Hand over all the complex compliance and ongoing operational work to the platform. Enable teams to allocate their time to higher value added activities in operations
Speed and Efficiency of Program Implementation
Conceptualize, implement, monitor, and manage the entire process through the platform
FINRA Licensed, 50 State Broker/Dealer
Option to mitigate corporate risk through use of unaffiliated broker/dealer
Employee eligibility assessment for multiple jurisdictions
Detailed KYC/AML compliance review
Fund administrator/transfer agent connectivity & automation
Marketing materials and updates
Ongoing investor account maintenance, capital calls, reporting, tax, distributions
24x7 customer support
How it works
Employee Investor onboards directly
via White Label Platform.
Employee Investor, Front Office (FO), Middle Office (MO) and Back Office (BO) manage and monitor the entire lifecycle in a single system (‘single pane of glass’)
RealBlocks White Label Platform
Enables high volume of employee investors to enter the main fund in a risk-aware manner due to better integrations & standardized data definitions
Platform eliminates the requirement of setting up & administering feeder funds, thereby generating operational alpha
Fund Manager
End-to-End automated employee investor onboarding experience directly into the main fund
Build with RealBlocks!
View our solutions
RealBlocks has built the most dynamic alternative investment experience for investors and advisors worldwide through our revolutionary technology and platform.
