Our mission: to connect the world’s investors and standardise the investment journey making it faster, easier and universally accessible.


Your help: we need your ideas and suggestions:

  • How can we improve the look and feel or functionality of our platform?
  • What new features would you like to see across our Subscription, FATCA-CRS and KYC services?
  • What other services would you like us to provide using our one-and-done approach and data?

Request and vote for features

Our Vision: to be the trusted hub of the global investment community.

Here is our current plan to develop our technology platform with your suggestions and support:


We employ an Agile Software Development Policy and our dedicated development team work through 30-day coding sprints so that we can release new features safely and speedily into our live system.

Our progress: here is what we have completed recently.

We welcome your feedback and interest in our platform and process. For more information please see the following material or call Graeme, our Product Owner.