Simplify the employee investment application process with a centralized digital workflow. Aurachain’s solution automates eligibility checks, approvals, and third-party compliance reviews — all from a single dashboard.
The Challenge: Fragmented and Manual Investment Applications
Managing internal applications across multiple funds and regions is complex.
Without a unified system, teams struggle to track eligibility, approvals, and third-party reviews — leading to delays, compliance risk, and poor user experience.
Why?
Investment applications involve several layers: internal validations, external AML/KYC and tax reviews, and document management. When handled through emails and manual coordination, this creates bottlenecks at every step — from verifying fund access to final CRM handover.
Teams lack visibility, and applicants face delays due to scattered communication and paperwork.
The Solution: End-to-End Process Automation with Aurachain
The Co-Invest Employee Application Manager provides a fully digital platform for managing internal investment workflows — from fund setup to CRM integration.
Here’s how it works:
Centralized Application Management
Define funds, configure eligibility rules, and track applicant progress across regions — all in one place.
Integrated Compliance Workflows
Embed AML/KYC and Tax Review steps directly in the process with seamless third-party collaboration.
Automated Task Assignment & E-Signing
Trigger real-time tasks, generate documents, and complete applications using DocuSign — no paper, no delays.
Take the Next Step: Download the Solution Brief
Explore how Aurachain’s low-code platform can simplify high-net-worth client lending. Download the solution brief to learn more about improving efficiency, reducing costs, and elevating customer satisfaction.
Real-World Success: See the Results in Action
A leading financial institution implemented Aurachain’s NAV Review Process Automation and achieved:
Centralized tracking and full visibility. All applications, fund rules, and approvals managed through a single dashboard.
Reduced manual effort. Automated task routing, notifications, and e-signatures replaced email follow-ups and manual paperwork.
Accelerated compliance and CRM onboarding. Integrated third-party reviews and RPA-driven CRM updates ensured smooth handover after approval.