
Digital Customer Onboarding Software
Efficient, automated solutions for fund management, research publication, and wealth management professionals. Streamline your documentation, branding, compliance, regulatory reporting and client engagement, backed by analytics for better sales insights. 3SKYE Funds Management Our End to End solution automates your fund documentation - Quarterly Reporting, Fact sheets, PDS, CRDs, TMDs... Data consolidation > Integrated Branding > Full compliance workflow > Distribution to regulators, websites, email. 3SKYE Research Publication Easily create and distribute any written commentary. Focus on your quality content > Inbuilt version control & compliance > Publish with slick branding > Analyse readership statistics for sales leads. 3SKYE Wealth A Single Pane of Glass for Advisers and HNW. Includes the whole client lifecycle; from onboarding clients, to annual reviews and more. Digital solutions to engage with your clients, including full analytics which provide insights for tailoring future content and sales leads.
- Revenue
- $990K
- Customers
- -
- Year founded
- 2018
- Funding
- -
- Team size
- 9
- Location
- New Zealand
















