IDR provides a complete investor onboarding solution connecting all parties involved in the investment process.
Fund managers, investors and service providers benefit from a one-and-done digital solution for subscription, KYC and tax via our global hub.
39,000 investors across more than 5,500 funds globally are already enjoying a friction free investment experience with IDR.
Get in touch or book a demo if you’d like to join them.
Next generation onboarding
Our solution is:
- One-and-done Fund managers and investors complete their profile once.
- Complete A one-stop-shop for all your onboarding requirements.
- Friction free We eliminate all the frustrating and unnecessary problems that come with the traditional approach to onboarding, ensuring your investor relations always get off on the right foot.
- Supported We offer a fully managed service. Live support and advice from our experts in KYC and compliance is available when you need it, ensuring the process runs smoothly from start to finish.
Complete solution for
How it works
Greater privacy.
No hassle.
- ApproveWe create and approve full KYC profiles on your investments as part of investment due diligence.
- ScreenScreen the shareholders and co-investors within your portfolio and keep the information up to date.
- VerifyBanks and service providers requests to your portfolio can rely on us and test our records through our platform.
- MaintainAll queries are handled by our helpdesk on your behalf.
- FocusSo, you and your investments can focus on building value rather than chasing KYC.
One-stop-shop for
Why IDR?
One-and-done digital passport
Shared across all your investments
A complete solution
We're the only regulated and fully digital investor onboarding solution
Managed service
Expert support when you need it from our global team
"Through this alliance, our clients can now benefit from a smoother, more cost-effective onboarding service fit for purpose in the 21st century, allowing them to focus on growing their businesses and serving their investors and clients."
Paper-based, repetitive client onboarding is increasingly untenable. We have watched IDR earn the trust of clients, grow to over 25,000 investor profiles and become regulated in a sophisticated and mature jurisdiction like Guernsey.
During our recent successful fund raising, IDR’s excellent service was of great help and ensured a reliable and complete KYC process in time. The IDR team was very responsive which had been much appreciated not only by our team but as well by our investors. We can only recommend IDR and look forward to continuing to work with them going forward.
IDR is nothing short of a revolution for the investor onboarding process in the private funds market.
We are delighted to be partnering with IDR and to offer our clients a market leading, convenient and stress-free onboarding solution. Oakbridge Funds and IDR are growing strongly together, with many new, mutual clients. We appreciate the benefits of a digital hub and believe that it is vital to the evolution and vibrant future of the funds sector, both in Jersey and beyond.
