SOLUTIONS
Direct-to-Consumer Fund Distribution
Empowering asset managers to connect directly with digitally-active investors.
Selected by
The Challenges We Solve For
Disconnected Experiences
Retail investors demand intuitive, personalized offerings that bridge physical and digital touchpoints.
Regulatory Pressure
MiFID and AML compliance can be complex and costly without the right tools.
Operational Bottlenecks
Manual processes and intermediary fees hinder efficiency and reduce transparency.
Reimagining Investor Engagement: D2C Fund Distribution
The Direct-to-Consumer (D2C) solution enhances FundsDLT’s Digital Distribution and Digital TA services, equipping asset managers with the tools to connect directly with retail investors. This comprehensive add-on provides a seamless backend infrastructure to support investor-facing web and mobile applications, enabling personalized, compliant, and scalable fund distribution.
By offering backend support for front-end features, APIs, and leveraging cutting-edge cloud solutions, the D2C platform automates investor onboarding, order processing, and cash settlement interoperability, all while ensuring full regulatory compliance. It delivers operational efficiency at scale with simplicity, empowering asset managers to transform investor relationships and embrace the future of direct-to-consumer fund distribution.
Key features
Automated
Backend
Automates critical operations, including investor onboarding, trade execution, cash settlement, and register maintenance.
Blockchain-Powered Transactions
Enables secure and efficient fund transactions with tokenized fund support.
Regulatory Compliance
Streamlines MiFID and AML checks to meet regulatory requirements effortlessly.
Front-End Development Support
Assists in creating seamless, investor-friendly web and mobile applications.
Functionalities that help solve problems
Streamlined Investor Onboarding
Simplifies account creation with automated KYC and AML processes.
Order Processing & Settlement
Manages trades, reconciliations, and fund messaging with speed and accuracy.
Real-Time Reconciliation
Tracks fund activity and cash flows instantly for complete transparency.
Data-Driven Insights
Delivers investor demographics and behavior analytics to help you make informed fund decisions.
See how it works
RELATED SOLUTIONS
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Centralizes commercialization activities, ensuring compliancy, efficient account management and order forwarding to your TA.
Automates trade processing for cost savings and provides a blockchain ledger for transparent records.
Digitize Your Fund Operations Today
