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How a $100b Global Asset Manager unified their investor experience with Atominvest
About the firm
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Unified investor engagement, branded and streamlined
By implementing Atominvest’s end-to-end investor technology stack, the client created a single platform for investor engagement, simplifying brand control and delivering a tailored, consistent experience across the entire investor lifecycle.
Investors benefitted from a frictionless journey through onboarding, communication, and reporting, with unified access toall relevant fund information. This seamless interface strengthened GP-LP relationships and streamlined investor servicing.
The centralized stack also enabled full upstream and downstream data capture, improving data quality, reusability, and insight generation across teams. Fully digitized workflows were configured to the client’s exact specifications, significantly reducing operational risk, increasing transparency, and unlocking major efficiency gains
Key Benefits
- One platform for all investor touchpoints
Delivered a fully branded, end-to-end investor portal, consolidating onboarding, reporting, and communications into a single, seamless experience. - Accelerated rollout at scale
Launched data room in 30 days and built out full portal in 6 months, migrating 40 years of documents and onboarding 10,000+ investor contacts. - Configured, digitized workflows
Customized automation reduced operational risk, improved data integrity, and enhanced internal efficiency.
Investor Experience to Enable Scalable Growth
The asset manager aimed to rapidly scale their firm, but an outdated investor experience posed a significant barrier to growth. Operational risks and inefficiencies were widespread, including:
- LPs managing logins across 3+ different platforms.
- Manual subscription processes reliant on PDFdocuments.
- Capital calls and distribution notices manually sent via Outlook, using distribution lists maintained by an executive assistant.
- A difficult-to-manage, homegrown SharePoint portal.
They sought an enterprise-grade, all-in-one solution to modernize the investor experience and streamline internal operations but faced challenges finding a vendor capable of meeting their needs.
Unified Investor Experience
Atominvest enabled the fund manager to deliver a seamless, end-to-end investor experience by consolidating all lifecycle activities into a single platform across the entire investor lifecycle. We conducted a thorough deep dive into the client’s business to uncover the unique details of their operational pain points.
They implemented the Atominvest Data Room, Onboarding, and Portal modules to:
- Provide a complete ‘single shop window’ for all invest or touchpoints, modernizing and unifying the investor experience.
- Launch a secure Data Room within 30 days to enable rapid go-live while completing a full portal build out within 6 months, including the migration of 40 years of historical documents and over 10K investor contacts.
- Centralize investor interactions, streamline document management, and reduce operational risk across the organization.
See how Atominvest can transform
your investor onboarding
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