Designed to grow funds under management

HNW investors typically transact directly. Capture their attention and promote your products through your own branded digital platform.

Include your content for marketing and investor education, and track engagement with investors and advisers.

Remove investor onboarding friction with Connexian investor onboarding software, which can integrate with any registry system.

A single interface for both direct and adviser-led flows, approved by all major independent trustees and responsible entities.

Direct Investors are frustrated by compliance, KYC, DDO, FATCA, its too confusing.

Connexian reuseable KYC & compliance solves this with a single portable investor account.

KYC done once, any trustee, any fund, any manager, any registry. One account.

It's fast and 100% accurate, because it's integrated with the government, KYC is a breeze.

Accepted by all major trustees, RE’s and registries.

Family offices and institutions have always invested directly with the issuer because it gives more control, flexibility and removes the custody layer.

Investing directly is now efficient, digital and available to everyone; from family offices and HNW investors, their advisers, and now even retail investors can invest like a family office.
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Fund managers can now access the growing direct investor market with their own branded platform, with customisable digital workflows, built for purpose with modern, cloud native technology.

Accept orders from Connexian wealth management partners, or link to your website for use in your own fund marketing and distribution.