Investor-initiated Updates
Enable investors to update KYC documents and personal information directly through the Facilon Status portal.
Enable investors to update KYC documents and personal information directly through the Facilon Status portal.
Maintain client documentation — including scanned forms, ID proofs and account details — on a secure, cloud-based platform compliant with data protection norms.
Reduce manual errors with automated generation of execution-ready forms based on investor-submitted data — improving accuracy and turnaround times.
Facilon customizes onboarding workflows to match Service Providers product-specific documentation needs. Setup includes branded templates and structured checklists.
Maintain a live status dashboard with built-in alerts for expiring documents, pending actions and KYC requirements.
Currently focused on individuals, Facilon Onboard is built to scale across family offices, corporates, and institutional fund clients in future releases.
Bridge the gap between service providers and investors — share onboarding status, trigger updates and manage compliance collaboratively in real-time.