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    Investor Onboarding Services

    Uploaded by

    Saquib Shaikh

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Investor Onboarding Services

    Uploaded by

    Saquib Shaikh
    4 views4 pages

    Copyright

    © © All Rights Reserved

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    PDF, TXT or read online from Scribd

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    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    4 views4 pages

    Investor Onboarding Services

    Uploaded by

    Saquib Shaikh

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 4

    Investor

    Onboarding Services
    Suma Soft provides Business Process Management services for Real Estate
    Investment Trust companies as well as to Private Equity firms. Under these
    services, we cater to following different functions.

    Investor Onboarding: Onboarding of new investor Due Diligence: Validation of investor documents
    applications for REIT, 529s, Variable Annuities, for correctness and completeness.
    Mutual Funds on CRMs such as Juniper Square, Co-ordinating with Sales Reps for getting
    Sales Force, etc. discrepancies fixed.

    Allocation: Updating Reservation Sheets, Reporting: Creation of Estimated Settlement


    Calculation of Equity Percentage, Commission Statements and Submission of investor
    Amount, Commission Concession, Due Diligence documentation to Qualified Intermediaries.
    Fees, etc.

    Settlement: Creation and Issue of Final Escrow: Updating system with Escrow Closing
    Settlement Statements. details

    Communication: Creation and Issue of Welcome


    Letters and sending out Portal Invitations to
    investors.

    Suma Soft
    Background
    Suma Soft Pvt Ltd is a leading Business Process Management services
    company offering Voice and Back Office Operations and Process
    Management Support for over 22 years. The Company is offering services
    to cliental across multiple geographies including The United States of
    America, Canada, Europe and Asia. Our Business Process Management
    (BPM) Services coupled with Robotics Process Automation (RPA),
    Artificial Intelligent (AI), Machine Learning (ML) led automation
    capabilities have enabled customers to scale operations with
    improvement in Operational Efficiency, Customer Satisfaction and
    increase the bottom line.

    Suma Soft Pvt Ltd has delivery centers are located within india and has
    grown to over 1900+ employees across these geographies. Being an ISO
    9001:2015 (QMS) Certified and ISO 27001:2013 (ISMS) Certified
    company, we commit ourselves to highest levels of Quality and
    Information Security Standards.
    Suma Soft’s Services that steer businesses
    to success

    Business Process Management Comprehensive Business Services


    Suma Soft offers business process management We offer business services such as Sales Force
    services for Banking and Finance and Equity Implementation, Development, Customization
    Markets, Logistics, Supply Chain, E-Commerce, etc. Services, ServiceNow Services, Tech Support, Hyper
    Automation.

    End to End Application Services New Age Digital Services & Solutions
    Comprehensive application development services We offer AI/ML services, Data Science, Robotic
    that help businesses generate sustainable growth Process Automation, Cloud Services, Enterprise
    opportunities seamlessly. Our offerings include Mobility, CRM, E-Learning, Collaboration.
    Next-gen App Development, Mobile App
    Development, Modernization, DevOps, Software
    Testing.

    How To Go About It?


    If you wish to explore the option of availing our services, our Project Management Team and Transition Experts will be
    able to assist you with review of what can be externalized / outsourced, and the timelines associated with the same.
    Next steps to proceed with your requirements will be as follows.

    Complimentary Session for Process Study and Identification of tasks that could be externalized.

    Understanding your exact requirement - Walkthrough / Demo of Work.

    Proposal from Suma Soft with Commercials

    Contracting

    Onboarding / Training

    Go Live

    Overall time span for all the above listed activities ranges from 2 weeks to 4 weeks.
    Reach US
    For USA For India
    +1 281 764 1825 +91 20 4013 0400
    +1 281 468 7338

    20+
    YEARS

    20 Years of ISO 27001:2013 Information Security Indian Computer Emergency Response Team
    Suma Soft Experience System Management (ISMS) Certified (CERT-In) Empanelled IT Security Auditor

    Fact File
    8+
    Industry ISO 9001:2015 Quality Management Standardisation Testing & Quality
    Verticals Served Systems (QMS) Certified Certification (STQC)
    Empanelled Testing Company

    Global Clientele

    Download Digital Brochure


    & Socialize with us

    Suma Soft Inc India HQ


    300 Delaware Ave. Suma Soft Pvt. Ltd.
    Suite 210 #324, Wilmington 2nd Floor, Westend Icon, Westend Mall Complex,
    DE 1980 Aundh, Pune - 411007, Maharashtra, India

    sales@sumasoft.com www.sumasoft.com Copyright © 2000 - 2022 Suma Soft Pvt. Ltd.

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