About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

IHS Markit Releases Automated Onboarding Platform for Fund Managers and Administrators

Subscribe to our newsletter

IHS Markit has released Investor Onboarding, a fully hosted, digital onboarding platform enabling firms to automate, integrate and centralise onboarding and compliance obligations, while simplifying and accelerating the onboarding experience for investors.

The platform allows users to input data once, creating a golden source that populates multiple forms, including subscription agreements and tax forms. Data can also be pre-populated for existing investors, enabling subscribing to additional funds to be a review and submit function.

APIs enable sharing of investor data with any customer relationship management, due diligence and compliance monitoring software and approved third parties.

From a regulatory perspective, the platform digitises investor data collection, validation and electronic signatures to create a holistic and validated investor profile, with data collected and stored in accordance with security requirements and the Personal Data Protection Act (PDPA). It also manages automated data collection and validation of US IRS tax forms, Automatic Exchange of Information (AEOI) and Common Reporting Standard (CRS) tax residency forms, and KYC reviews for both entities and individual investors.

“As investor onboarding becomes more complex and onerous, the need for increased efficiency has become urgent. Firms that rely on manual processes can take months to collect and validate required data. This poses inconvenience for the firm’s investors and inflates processing costs,” says Christina McNamara, platforms and regulatory compliance director and global commercial due diligence lead at IHS Markit. “At the same time, onboarding has been stressed as an important part of the investor experience. Many investment managers and fund admins are focusing on onboarding as a crucial investor touchpoint and seeking to differentiate the experience by digitising and streamlining the process.”

Investor Onboarding is the latest onboarding solution from IHS Markit and forms part of the company’s tax solutions and KYC businesses. It adds to Onboarding Accelerator, which was released in 2018 and provides an automated, end-to-end onboarding solution for brokers, custodians and corporates.

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: Unlocking value: Harnessing modern data platforms for data integration, advanced investment analytics, visualisation and reporting

4 September 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes Modern data platforms are bringing efficiencies, scalability and powerful new capabilities to institutions and their data pipelines. They are enabling the use of new automation and analytical technologies that are also helping firms to derive more value from their data and...

BLOG

EU’s AI Act Seen Strengthening Data Foundations but not Without Challenges

The European Union’s Artificial Intelligence Act, which went into force this month, has presented financial institutions with huge opportunities but also some grave challenges, each of which can only be managed with a strong data foundation. Industry professionals have said that the Act’s provisions, though extensive, can bring clarity to a muddled regulatory view of...

EVENT

TradingTech Summit London

Now in its 14th year the TradingTech Summit London brings together the European trading technology capital markets industry and examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...