Say goodbye to Word and PDF documents
The data content of agreements - guidelines, rules, tabular data - is mastered as a collection of processable datasets.
With our API, agreements are populated straight from portfolio modeling tools and exported to portfolio management, compliance and trading systems.
A new digital format
Your agreement is data
The digital platform for legal agreements in investment management
Let's reinvent contracting
A contracting hub for the investment management community
neosigna is where investment managers, institutional investors, and their trading counterparties can create, execute, store and revise their legal agreements.
Easier, safer, and more efficient contracts
A new digital standard that drives standardisation across the investment management industry. Contracting is easier, safer, and more efficient.
Bespoke investment management agreements
Pooled fund documentation
neosigna covers all types of contracts
Who said financial software couldn’t be beautiful?
neosigna’s elegant design optimizes the user’s experience (UX), blending an intuitive interface with a dramatically simpler process.
Unleash a new experience
A true digital experience for your users and customers
Searching, creating, reading, validating, signing and processing contracts has never been easier.
Put your customers in the driving seat. Amending a target hedge ratio or an exclusion list has never been easier.
Enterprise-grade security and user permissions management
Hosted software as a service which eliminates the need for installation and maintenance
Electronic signature with 2-factor authentification
Let digitalisation transform your workflow
End to end digital process
From creation to electronic signature, neosigna covers the entire life-cycle of the agreement and optimises each step of the process.
Dramatically reduce your risks
With built-in version control, validation and signature rules and audit trail.
Groundbreaking stakeholder management
Individuals or teams have tailored access and control over particular sections of the agreements.
All your agreements in one place. Find them in seconds.
Discover the story behind our mission to digitize investment management agreements
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How it works
Create templates for the building blocks of your agreements using neosigna components that capture the data content of your agreements.
Build agreements, get stakeholder validation, and customer electronic sign-off.
Export the data content in JSON format and integrate with your fund management software