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Onboarding
Digitized fund manager and fund onboards for a transparent and streamlined experience
Contact UsLaunch OnboardingPrime Marquee Onboarding
A centralized location to track status of new fund manager and fund related onboards within Prime Services, making the onboarding process more efficient and streamlined
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Onboard Types
Onboard types include:
- New fund manager
- New fund
- New products to existing relationships within Prime Services
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Status Transparency
Quickly access overall and granular information on the status of the onboarding process across:
- Fund managers
- Funds
- Products
- Documents
- Configurations
- Accounts
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Deep-Dives
Drill into a fund manager’s or fund’s detail page for a comprehensive view of their onboarding status
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Digital Access to Disclosures and Notices
Conveniently view and download the full list of disclosures and notices relevant to your onboards in one central location
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Interested in learning more?
Our team is available for questions, demos, and to provide Marquee access