Streamlined Online Applications for Fund Investors
Provide your investors with a seamless digital application experience. Our online application platform handles everything from initial registration to KYC compliance, making fund investment accessible 24/7.
Complete Digital Application Experience
Our online application platform transforms the traditional paper-based investment process into a modern, efficient digital experience that benefits both fund managers and investors.
24/7 Accessibility
Investors can apply anytime, anywhere with our responsive web platform
Automated KYC
Integrated Know Your Customer verification and compliance checking
Mobile Optimized
Full mobile compatibility for applications on any device

Simple Application Process
We've streamlined the investment application process into clear, manageable steps that guide investors through every requirement.
Fund Selection
Browse available funds with detailed information including performance data, fees, and investment objectives.
Personal Information
Complete investor details including contact information, tax file number, and investment preferences.
Identity Verification
Upload required identification documents with our secure document management system.
Investment Amount
Specify investment amount and select payment method with real-time validation and confirmation.
Review & Submit
Review all application details, accept terms and conditions, and submit for processing.
Automated KYC Compliance
Our platform automatically handles all Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements, ensuring full regulatory compliance without manual intervention.
100%
Compliance Rate
< 5 min
Average Processing
24/7
Availability
Supported Fund Types
Our online application platform supports all major fund structures with customized application workflows for each type.
Unlisted Funds
Managed Investment Trusts (MIT) and Attribution MIT (AMIT) with complete application workflows.
Listed Funds
Listed Investment Companies (LIC) and Listed Investment Trusts (LIT) with registry integration.
ETF/ETMF
Exchange Traded Funds with specialized application processes and market maker support.
Seamless Integration
Our online application platform integrates seamlessly with your existing fund management and registry systems for complete operational efficiency.
Registry Integration
Direct connection to your fund registry system for automatic investor onboarding and unit allocation.
Payment Processing
Integrated payment gateway supporting bank transfers, credit cards, and other payment methods.
Document Management
Secure document storage and retrieval system with automatic backup and archiving.
Communication Hub
Automated email notifications and SMS alerts for application status updates and confirmations.
Reporting & Analytics
Comprehensive reporting on application volumes, conversion rates, and investor demographics.
API Connectivity
RESTful API for integration with third-party systems and custom workflow automation.
Enterprise-Grade Security
Protecting investor data and ensuring secure transactions is our top priority. Our platform employs multiple layers of security to safeguard sensitive information.
SSL Encryption
End-to-end encryption for all data transmission
Secure Hosting
Australian-based secure data centers with 24/7 monitoring
Multi-Factor Authentication
Additional security layers for sensitive operations
Audit Trails
Complete activity logging and compliance reporting
Certified Secure
ISO 27001 & SOC 2 Type II Compliant
Transform Your Investment Process
Ready to provide your investors with a modern, efficient application experience? Our online application platform can be customized to match your fund requirements and branding.