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
Onboard Types
Onboard types include:
- New fund manager
- New fund
- New products to existing relationships within Prime Services
Status Transparency
Quickly access overall and granular information on the status of the onboarding process across:
- Fund managers
- Funds
- Products
- Documents
- Configurations
- Accounts
Deep-Dives
Drill into a fund manager’s or fund’s detail page for a comprehensive view of their onboarding status
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
Interested in learning more?
Our team is available for questions, demos, and to provide Marquee access