Multifonds Investor Portal

Seamless, efficient digital onboarding for retail and institutional investors.

What used to take months, we can do that in days

Multifonds investor portal is built on a powerful and flexible API framework, enabling seamless integration and tailored solutions to fit your unique business needs. Whether you’re looking to expose specific data sets or control access to sensitive information, our configurable APIs provide complete control and transparency.

Streamline the onboarding process with fully defined rules within Multifonds Global Investor (MFGI), ensuring a smooth and consistent experience for every new partner.

Plus, with an integrated document management system, the portal makes it easy to securely exchange documents between distributors and your core systems—keeping everyone aligned, efficient, and up to date.

Multifonds Investor Portal

Key benefits

Automated Onboarding

Accelerate investor onboarding with pre-defined rules managed through MFGI. Ensure compliance, consistency, and minimal manual intervention for a faster go-to-market.

Real-Time Data Visibility

Provide distributors with up-to-date insights into investors, assets, transaction history and performance metrics, helping them make informed decisions.

Transactional Capability

Empower distributors to place and manage transactions directly through the portal, streamlining order processing and reducing administrative overhead.

Customizable API Access

Leverage a flexible API architecture that allows for tailored integration with your systems. Choose exactly which data to expose and to whom, ensuring security and control at every step.

Document Management System

Seamlessly exchange application forms, ID, and other critical documents between the portal and MFGI core systems. Version control and secure access are built in.

User Role Management

Easily define and manage user roles and permissions to control access across multiple levels and regions.

Secure & Scalable Infrastructure

Built on enterprise-grade technology, the portal offers the security, reliability, and scalability needed to support global distribution networks.

Cross-Platform Availability

Fully accessible via desktop and mobile devices, ensuring users can connect, transact, and collaborate anytime, anywhere.

Request a demo

Reimagine your investment operations with our best-in-class solution. Talk to our experts to build a scalable IT strategy plan that suits your organisation.