Business introduction
Accelerate the investment process through smart compliance
A suite of digital solutions for AML/KYC and fundraising offering a streamlined investment journey, today
B4Finance offers an expert and complete system for the Investment Management Industry, to manage investor relations 100% digitally, from the initial contact to the signing of the contract or online subscription, integrating all the directives and standards of the European regulators.
Begin the digital transformation of your KYC processes, improve performance and reduce risk.
B4Finance Solutions
B4 Diligence
A fully-automated solution to improve KYC completion, and speed up your risk assessment and validation processes. Key Benefits 70% spared time - Reduce time spent sourcing and organizing data and documents, you can focus on valuable tasks. Improved partners' experience - Frictionless process in a white-label interface improves your image and your partner's......
business needs
view solutionB4 Distributor
Key Features Distributor Portal - A modular dashboard for performance monitoring, offering real–time information about capital contributions, fees and retrocession fees, average basket, and top sales rankings. Legal Contracts Online - Digitally sign distribution agreements and amended and restated agreements, reducing manual processes, improving security, and lowering risk costs. News Feed - A news feed to......
business needs
- Business Intelligence & Practice Management
- Data Feeds & Information Sources
- Digital Platforms & Tools
B4 Fundraising
How it Works Quickly set up your fund - Digitalise your subscription form. Fundraise from your investors - Give your investors a seamless experience. Monitor your fundraising - Benefit from an over all view of your fundraising through a dashboard. ...
business needs
view solutionB4 Management
Key Features Multi-Level Overview - A dashboard to quickly access status updates and monitor onboardings, take corrective action where needed, and move the process forward. Workflow Management - Manage multiple clients and workflows across jurisdictions through a single, centralized platform. Multi-Jurisdictional Regulatory Management - Review investors across multiple jurisdictions against our daily updated......
business needs
view solutionB4 Portal
Key Features Portfolio Value & ROI - Monitor portfolio value and ROI to track the amount of return your investment generates over time. Investment Data - Quickly and conveniently access investment data and documents, including subscription forms, share price, and more. Document Sharing - An easy-to-use sharing feature for asset managers, enabling them to......
business needs
view solutionB4 Wealth
Key Features Customizable Risk Profiling - Determine each client’s risk preference and investment goals and create a risk profile matched to specific asset diversification strategies. Seamless User Experience - Communicate with high-net-worth individuals, families, and companies in a variety of ways (tablets, onsite signatures), providing support in their engagement. Sign Contracts Digitally - Collect signatures......
