Features

Digital Onboarding Built for the Private Funds Industry​

Accelerate investor onboarding with a fully integrated platform designed for alternative assets. ​

Tocan streamlines KYC/AML, automates document handling, and enables secure data reuse – delivering a faster, compliant onboarding experience without adding operational overhead.​

Request a Demo

Digital Onboarding Built for the Private Funds Industry​

Accelerate investor onboarding with a fully integrated platform designed for alternative assets. ​

Tocan streamlines KYC/AML, automates document handling, and enables secure data reuse – delivering a faster, compliant onboarding experience without adding operational overhead.​

Request a Demo
Features

Features Heading

Discover how a virtual data room paired with an integrated KYC/AML framework helps you navigate compliance effortlessly. With seamless document management and live dashboards, you will benefit from optimal transparency and security. Embrace a scalable solution that grows with you, all while keeping your data safe.

Key Tocan Features​

Discover how a virtual data room paired with an integrated KYC/AML framework helps you navigate compliance effortlessly. With seamless document management and live dashboards, you will benefit from optimal transparency and security. Embrace a scalable solution that grows with you, all while keeping your data safe.

Branded Investor Experience

Deliver a seamless, white-labelled onboarding journey that reflects your brand and keeps you front and centre with investors.​

Embedded KYC/AML​ and Sanctions Screening

Built in workflows with tools like World Check streamline compliance and reduce onboarding time.​

Real-Time Status Dashboards

Track investor progress, bottlenecks, and completions with live, role-based dashboards across all stakeholders.​

Data Reuse Across Investments

Investors can securely reuse verified information to onboard into new funds without re-entering data.​

Integrated Digital Document Execution

Secure, fast agreement signing via DocuSign – no PDFs, no scanning, no back-and-forth.​

Fund Discovery and Investment Flow

​Showcase live and upcoming fund opportunities in one place to accelerate engagement and investment decisions.​

Role Based Collaboration Tools

Support multiple fund structures, permissions, and workflows across managers, administrators, and investors.​

Smart Notifications and Task Management

Keep all parties informed with automated prompts, document requests, and approval updates to move faster.​

Multi-Fund, Multi-​Investor Management

Easily manage onboarding across multiple fund launches and investor groups in a unified view.​