We'll handle investor onboarding

You're free to focus on client service

  • Minimise hassle
    • Approve investors once with our private KYC investor passport
    • Self-service platform, investors own and complete their profiles
    • Fully digital onboarding, oversight on all requests across your entire client base
  • Better experience
    • We handle all onboarding and correspondence with investors
    • Streamline your fees and enhance delivery of fiduciary and governance expertise
    • Allow staff to focus on client-facing work
  • Reduce risk
    • Regulated to complete KYC to the highest global standards
    • An additional defence against regulatory scrutiny
    • Minimise compliance risks across all fund domiciles
  • Simple solution
    • A central client onboarding hub
    • Quicker and more efficient investor onboarding
    • Faster fund launches
    • Secure and private
A complete solution for investor onboarding

KYC

One-and-done digital and secure investment passport

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Tax

Comprehensive support throughout the annual tax reporting cycle

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MLRO & MLCO

Supporting you with peace of mind

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Subscription

Funds launch faster with our fully digital subscription service

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Work with us

Partner with us to offer investors a seamless experience.

We make it easy for fund administrators, lawyers, accountants and trust companies to onboard investors once. Your investors will get access to internationally compliant KYC, our experienced team to assist investors with any queries – while fully integrated with your technology systems.

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"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.
Tony Mancini
Tony Mancini Tax Partner, KPMG
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.
Christoph D. Kauter
Christoph D. Kauter Founder, Beyond Capital Partners
IDR is nothing short of a revolution for the investor onboarding process in the private funds market.
Jason Ment
Jason Ment Partner, Stepstone
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Start streamlining your investor onboarding

We support the entire onboarding workflow across subscription, internationally compliant KYC, tax and MLRO services. Our hub is efficient, private and easy to use for investors while fund managers can control their whole onboarding process in one place and pre-approve investors across all of their investment strategies.

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