Passthrough
Curated by SignalPortfolio management software streamlining investor onboarding and document management.
Overview
Passthrough is a fintech company that offers portfolio management software aimed at financial service firms for the management and optimization of investment portfolios. The platform includes tools for asset allocation, risk assessment, and performance analysis, which assist fund managers in creating customized investment strategies. Its key products consist of electronic subscription documents and investor onboarding solutions, designed to automate the onboarding process through tailored workflows and extensive data collection. The company primarily targets fund managers within the alternative investment sector, addressing issues related to investor onboarding and document management. By streamlining these processes, the platform aims to improve operational efficiency, enhance communication, and support compliance, which may contribute to improved investment outcomes for clients.
Key facts
- Founded
- 2020
- Headquarters
- Middletown, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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- Phone
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Open roles
5 rolesPartnerships Lead
United States
Software Engineer
San Francisco Bay Area
Paralegal (Onboarding Manager)
United States
