Katipult Description
DealFlow is a one-stop platform for high-net worth clients to access alternative investments. Review funds and investment opportunities, and then enter structured workflows and documents that will enable investors to take part in deals with just a few mouse clicks. The investor experience has been designed to be simple and easy to use. Smart forms for investor onboarding that include real-time document checks and streamline KYC reduce the possibility of errors to almost zero. DealFlow provides Finra-regulated agents with the fastest and most efficient method to buy and sell securities on behalf of clients. Katipults eSignature Technology ensures KYC checks and fully transparent documentation. Compliance workflows have been baked into the platform.
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