Your benefits
Seamless infrastructure to scale your advisory
Offer your own funds, the Kapnative menu of funds, or a unique combination of both to your high-net-worth investors and provide service for the life of the whole advisory lifecycle.
Centralised
Time efficient due diligence infrastructure and audited control of funds and portfolios
Matching
Customisable, automated target market comparison betwenn customers and issuers
White Labeling
Use Kapnative customized to your corporate identity and connect with existing systems
Reduced Liability Risk
Standardisation of the investment documents and pre-completed declaration of suitability
Dashboard
Intuitive dashboards with visibility into all investment flows and commission charges
Digital Subscription
Automated, paperless e-processing for all asset structures (SPVs, Digital Assets, ISIN)