Global reach Client Login Who we are Our Expertise Our Technology Our Thinking Careers Home Our Technology Core Technology CitcoConnect CitcoConnect CitcoConnect simplifies and automates the management of prospective investors and the placement of initial investments in alternative funds. It includes collaboration via a secure data room, digital subscription forms and electronic document signing. CitcoConnect is a stand-alone solution that offers managers full control over which materials prospective investors have access to - including how they interact with such documents - through a secure and flexible data room. This data room can house fund offering materials, allows for profile creation and maintenance of each prospective investor, permits relationship tagging and estimated investment amount tracking. Unlike traditional methods of material sharing – for example, email or physical mail, CitcoConnect safeguards data while decreasing the time for investor prospecting and onboarding. The CitcoConnect platform offers: Capital Raising & Fund Reporting Data Room Collaboration tool for Managers and Prospective Investors with one location to share materials relevant to the offering. Ability to securely upload supplemental subscription material (e.g. KYC documents) concurrently while submitting a subscription. Digitized Subscription Forms Access to customized and digitized fund subscription documents including all applicable representations, warranties and legal disclaimers available at the investment manager’s discretion. A Subscription Wizard A step-by-step walkthrough of the subscription process via a smart digital form that guides investors through each section, ensuring accuracy and a more user-friendly experience. Investment Manager Control Power to grant investor access to specific subscription forms and the ability to submit an initial investment form with multilayer authorization and e-signatures that ensure flexibility and security. Our contacts 1 2 Emer McGuckin Managing Director, Head of Investor Relations, Citco (Canada) Inc. T+1 647 777 6783 Eemcguckin@citco.com Downloads CitcoConnect Flyer CitcoConnect Press Release Core Technology Æxeo® Investor Æxeo® Technology Citco Data Services Citco Waterfall™ CitcoOne™ Entica™ Core Technology Citco offers a huge depth and breadth of expertise in administration, governance and related services. As an industry leader for more than 75 years, we have deep expertise in the full range of fund strategies, different investors’ requirements, multinational governance and private client estate planning. SaaS Æxeo® Treasury leverages decades of experience in building high value business solutions and modern cloud technology to deliver SaaS offerings for the benefit of the Alternatives Industry. We call it Fintech+ Quick links Fund Services Banking & Financial Products Custody & Depositary Governance Services Technology Privacy Our global reach USA Canada Caribbean & South America Europe Middle East & Africa Asia Pacific Contact Us Please select a contact Search our site Privacy Terms of Use Use of Cookies Regulatory Disclosures Public Statements © 2021 The Citco Group Limited Follow us Ok By continuing to use this site, you consent to the use of cookies. For more information, click here.