Charter Group Fund Administration launch investor onboarding platform
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Charter Group Fund Administration launch investor onboarding platform 19 June 2025UK Reporter: Jack McRae
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Charter Group Fund Administration has launched an investor onboarding solution.
The digital service is designed to streamline subscription processes and improve the investor experience.
The platform’s launch comes amid evolving needs of fund managers and their clients.
Brian Taitz, the founder of Charter Group, says: “With this digital onboarding tool, we’re providing both managers and investors an enhanced, faster and more transparent experience.”
The new service offers digital forms, built-in compliance checks, real-time tracking, and security and accuracy.
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