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Investor relationship

Accelerate your
Fundraising

Easily onboard all types of investors, whether they come directly or through distributors, and digitize their investment experience.

Features

KYC & LCB-FT

Create KYC journeys that are optimized for the user experience and adapted to your internal procedures.

  • Dynamic and customizable questionnaire
  • Risk profile and suitability test
  • LAB-FT mapping, escalation procedures
Vasco : KYC & LCB-FT
Vasco : souscription digitalisée

Digital subscription

Dematerialize subscriptions, including the most complex cases (dismemberment, co-subscription,...).

  • Electronic signature
  • Payment information
  • Management of tax envelopes

Intermediated placement

Develop new distribution channels and bring together your intermediaries within the same tool.

  • Partner area (CGP, FO, TPM)
  • Retrocommission modeling
Vasco : placement intermédié

Deployed by our teams without any interruption of activity.

Find out why +50 professionals use Vasco