Say goodbye to Word and PDF documents
This is a revolution. The data content of agreements - guidelines, rules, tabular data - is mastered as a collection of processable datasets.
Using API, agreements are populated via straight-through-processing 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 a multilateral web platform where investment managers, institutional investors and their trading counterparties can create, execute, store and revise their legal agreements.
A drive for change in contract management
A new digital standard set to drive best practice and 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 could not be beautiful?
Developed by experts in User Experience (UX) and User Interface (UI), neosigna has been beautifully crafted to create a simple and intuitive experience which comes hand in hand with an optimised 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.
Read the story behind neosigna and how we set ourselves to digitalise investment management agreements
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How it works
Create templates for the building blocks of your agreements using neosigna components to capture the data content of your agreements.
Build agreements, get stakeholder validation and customer electronic signature.
Export the data content in JSON format and integrate in your fund management software