Say goodbye to Word and PDF documents

The data content of agreements - guidelines, rules, tabular data - is mastered as a collection of processable datasets.

System integration:

Enabled.

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

Master agreements

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.

Customer self-service

Put your customers in the driving seat. Amending a target hedge ratio or an exclusion list has never been easier.

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Contracts

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.

Central repository

All your agreements in one place. Find them in seconds.

Our purpose

Discover the story behind our mission to digitize investment management agreements

Want to get the latest on neosigna?

How it works

01.

Create templates for the building blocks of your agreements using neosigna components that capture the data content of your agreements.

02.

Build agreements, get stakeholder validation, and customer electronic sign-off.

03.

Export the data content in JSON format and integrate with your fund management software

neosigna is the platform for digital agreements in investment management. The platform combines a groundbreaking digital format with end-to-end workflow management to deliver an unparalleled level of system integration, risk control as well as a beautiful user and customer experience allowing for self-service. That's contracting digitalised and reinvented. Join the hub.

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