FormIQ Solutions for Capital Markets
Digitize Your Investor Onboarding & Compliance Workflows
Investor onboarding in capital markets is still too dependent on static PDFs, wet signatures, and tedious manual review processes. FormIQ transforms how investment dealers, fund managers, and compliance teams collect, validate, and process investor account documentation.
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Revolutionize your business with FormIQ. Contact us today to learn more or schedule a demo
The FormIQ Solution
FormIQ fully digitizes investor onboarding workflows while preserving compliance with investment dealer requirements.
Smart Form Workflows
Collect investor data through dynamic, intelligent forms—retail, institutional, joint, trust accounts, and other entity accounts
PDF Auto-Population
Capture data once and automatically fill it into official account opening documents
Multi-Party Signatures
Route signature requests to the investor and required internal signatories, including compliance
Built-In Rules Engine
Validate eligibility, document completeness, and investor classification in real time
Enterprise-Grade Security
Data encrypted at rest and in transit, with access control, audit logs, and cloud-native resilience
Built for Your Compliance Team
Approval Workflows Per Account Type
Automated Reminders for Incomplete or Expiring Accounts
Integrated Audit Trails for Every Submission
Integrated Audit Trails for Every Submission
Automated Reminders for Incomplete or Expiring Accounts
Integrated Audit Trails for Every Submission
Automated Reminders for Incomplete or Expiring Accounts
Automated Reminders for Incomplete or Expiring Accounts
Automated Reminders for Incomplete or Expiring Accounts