Path: "Settings" > "Integrations" > Xpecto
Use the digital interface to manage your fund administration. As a professional partner with over 50 years of experience, xpecto combines supervisory legal and process into a single unit so that you can concentrate on your core business.
Data management in one place
Regardless of whether you are already using xpecto already or are a new customer interested in the set up, you can manage all investments as well as investor data via the interface to xpecto.
Risk mitigation through digitisation
The automatic transfer of investment certificates and investor data significantly reduces the susceptibility to errors. This saves resources and minimizes communication loops with investors and sales partners.
Setup
Integrate the fund management with the following steps.
- After activating the module, please get in touch with your contact person at xpecto. You will receive your login data from them.
- Enter the data provided by xpecto in the fields below.
- Click on “Set up integration”.