How Fenergo Helps Asset Managers

Fast, frictionless, digital onboarding journeys

Transform manual processes into digitalized journeys using a single platform to connect all stakeholders - from Relationship Managers to Client Services, Portfolio Management, MLROs, and even the client themselves.

Deliver an Exceptional Client Experience

Simplify and expedite client onboarding and reviews through frictionless digital journeys, digital self-service channels, and a centralized data and document repository, reducing the number of client outreach touchpoints and accelerating the time-to-onboard.

Pre-packaged KYC, AML/CFT and Regulatory Policies

Leverage regulatory policies covering data document, and ownership and control rules for all counterparty types across 120+ jurisdictions to ensure compliance with current and upcoming regulations.

Explore Fenergo's Solutions

Client Lifecycle Management

Digitally manage investors, distributors and counterparties through every stage of the lifecycle - from initial onboarding & Know Your Customer (KYC) to ongoing KYC reviews and offboarding.

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Know Your Customer

Digitalize the end to end know your customer process for retail & institutional investors, distributors and counterparties throughout the entire lifecycle. Simplify and automate due diligence with pre-packaged KYC rules and workflows, ensuring effective client & investor due diligence and regulatory compliance.

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Client Onboarding

A single, integrated onboarding solution for retail & institutional investors, distributors and counterparties to connect stakeholders and provide a single client view. Streamline and automate end-to-end onboarding journeys, including KYC, digital outreach, risk assessment and PEP and sanctions screening.

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Transaction Monitoring

Detect suspicious activity in real-time, trigger alerts, investigate results and report financial crime to authorities. Transform transaction monitoring effectiveness, reduce false positives and manage risk exposure to combat Money Laundering and Terrorist Financing.

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Regulatory Compliance

Simplify compliance with global regulations including ESG, Tax, Investor Protection and more. Accelerate client and counterparty  classifications through pre-packaged regulatory classification frameworks and tooling, as well as automated risk and suitability assessments.

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CLM for Salesforce

Provide Relationship Managers with real-time visibility over the end-to-end onboarding process directly from Salesforce, leveraging automatic updates & streamlined outreach, eliminating the reliance on ineffective email updates and duplicate requests for information.

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Advisory, Data & Product Partners

Fenergo partners with a host of market-leading advisory, implementation, data and product partners to create an end-to-end ecosystem of services and solutions for our clients.

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Dramatically Improve Operational Efficiencies
Manage Financial Crime & Regulatory Compliance
Transform the Onboarding & Lifecycle Experience
Unlock Revenue Potential Throughout the Client Lifecycle
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