otris corporate

otris corporate

otris software
+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • Zil Money
    606 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Sumsub
    226 Ratings
    Visit Website
  • iDenfy
    253 Ratings
    Visit Website
  • Authologic
    2 Ratings
    Visit Website
  • Wallester
    263 Ratings
    Visit Website
  • D&B Risk Analytics
    80 Ratings
    Visit Website
  • Order.co
    224 Ratings
    Visit Website
  • B2i
    2 Ratings
    Visit Website

About

Save time and frustration with a seamless online experience that makes it easy to invest in private funds. More than 250 fund managers delight their investors with Passthrough. Collect completed subscription and tax documents through a customized workflow in just twenty minutes on average. Map beneficial owners intelligently, automatically screen against sanctions lists, and decide which investors to admit into your fund. Let us focus on what we do best, onboarding investors efficiently, so you can focus on running your firm. We save you weeks or months in the fundraise by having investors fill out sub docs quickly, completely, and accurately. It's a single place for you and your providers to coordinate. Since 80%+ of Passthrough subscription docs are filled out correctly the first time, your attorneys don’t need to chase down revisions and signatures non-stop. It takes less than 20 minutes on average for an investor to complete their first investment on Passthrough.

About

Optimize your investment management with otris corporate. You get transparency on the information you need for successful control and administration, clear organizational charts, structured data and documents, traceable company developments and customized reports. Investment management has the task of implementing an investment strategy, organizing investment administration and establishing standardized investment controlling. Up-to-date, consistent information on locations, investors, committees and mandate holders is a prerequisite for implementing the tasks. If data and documents are distributed in different places in the group, the compilation is not only cumbersome, but also uncertain: Is the information up-to-date? Is it complete? What are the interrelationships between the investment data? And what developments have led to the current status? The solution, a central software system for investment management.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors and companies searching for an online solution to invest in private funds

Audience

Enterprises interested in an investment management software solution for successful control and administration

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Passthrough
United States
passthrough.com

Company Information

otris software
Founded: 1998
Germany
www.otris.com/products/otris-corporate-investment-management/

Alternatives

Anduin Fund Subscription

Anduin Fund Subscription

Anduin Transactions

Alternatives

Obsidian SmartDocs

Obsidian SmartDocs

Obsidian Suite

Categories

Categories

Integrations

Dynamo Software

Integrations

Dynamo Software
Claim Passthrough and update features and information
Claim Passthrough and update features and information
Claim otris corporate and update features and information
Claim otris corporate and update features and information