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.
One-and-done
The IDR Investment Passport allows investors to connect to number of funds on our hub
Managed service
The expert IDR team are always available to assist investors
Technology integration
Our technology will integrate with yours - whether through SSO or API
Trusted by our clients
"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.
