A New Service Line for a New Demographic

A west coast private wealth manager launched a new fund line to a new demographic from their mainline business. The fund line focuses on Socially Responsible Investments, targeting younger clients with smaller account sizes. The organization has limited personnel (~20 employees) so launching a parallel imprint required an airtight launch strategy.

Project Details

Client Genus Capital Management
Date March 2017
Features Onboarding, Dashboard, Customization
View www.genusfossilfree.com

Onboarding

Responsive worked with ICPM to launch a new brand web page and onboarding process. Client data collection, KYC and digital document signing were live 6 weeks after project launch.

Custodian Integration

Worked with RBC Investor and Treasury Services to provide full digital onboarding and automatic rebalancing integration.

Want to See How it Works?