Passthrough Description

You can save time and frustration by investing in private funds online. Passthrough has delighted more than 250 fund managers. In just twenty minutes, you can collect completed tax and subscription documents using a custom workflow. Intelligently map beneficial owners, screen against sanctions lists, then decide which investors to admit to your fund. Let us do what we do best: onboarding investors efficiently so that you can concentrate on running your business. Sub docs are completed quickly and accurately by investors, which can save you time and money. This is a central place for you to coordinate with your providers. Your attorneys don't have to keep chasing down signatures and revisions every hour because more than 80% of Passthrough subscription documents are correctly filled out the first time. Passthrough takes investors less than 20 minutes to complete their first investment.

Integrations

No Integrations at this time

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Company Details

Company:
Passthrough
Headquarters:
United States
Website:
passthrough.com

Media

Passthrough Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Online

Passthrough Features and Options

AML Software

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Passthrough User Reviews

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