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.

Integrations

No Integrations at this time

Reviews

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

Company:
Katipult
Year Founded:
2014
Headquarters:
Canada
Website:
www.katipult.com

Media

Katipult Screenshot 1
Recommended Products
Our Free Plans just got better! | Auth0 by Okta Icon
Our Free Plans just got better! | Auth0 by Okta

With up to 25k MAUs and unlimited Okta connections, our Free Plan lets you focus on what you do best—building great apps.

You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your secuirty. Auth0 now, thank yourself later.
Try free now

Product Details

Platforms
SaaS
Type of Training
Live Online
Customer Support
Phone Support
Online

Katipult Features and Options

Katipult User Reviews

Write a Review
  • Previous
  • Next