Can you meet the unique investor onboarding demands of alternative assets?
Unlock opportunity in an increasingly complex market environment
Alternative assets are an ever more important part of the global investment landscape. But onboarding processes, governed by a patchwork of regulatory frameworks, are complex, often costly and must be tailored to the unique demands of each asset class.
To navigate this dynamic regulatory landscape, smooth the investor experience, minimize operational costs and make resources work harder, market participants must increasingly combine industry-specific knowledge with advanced technology to deliver efficiency with compliance.
Chartis and FIS Onboarding Report
Unlock the white paperUnderstand the challenges of alternative asset client onboarding
Get a comprehensive overview of current investor onboarding requirements and how they vary between jurisdictions and key alternative asset classes.
- Alternative assets are on the rise: Increasing investor participation is driving demand for streamlined onboarding processes.
- The regulatory landscape varies significantly: The EU’s more centralized approach vs the decentralized US framework exacerbates compliance complexities.
- Tailored workflows: Unique workflows for each asset class require coordination between legal, operations, compliance, and finance teams.
- Automating processes: Advanced technologies present significant opportunities to streamline onboarding.

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