Teepi Market place is an innovative and secured platform supporting the assets managers ans the institutional investors face to the new challenges of the funds distribution
TEEPI Market place is the 2nd module of TEEPI platform, and was designed to facilitate suscription / redemption and the fund shares monitoring for professional investors
With TEEPI market Place benefit from :
A free of charge solution for investors
A large perimeter of investments funds
An investment journey secured via mobile
Different investment modalities using your register account or securities
Key features and benefits
KYC Safe allowing to keep and update the company’s data and documentation in order to open register account through the platform in a few clicks
Library of dynamic funds factsheet given access to strategies, fund documentation (Prospectus, KIID, annual report) and characteristic data (Net asset value, valuation frequency, performance history, etc.)
Unit or bulk order, a possibility to upload a file containing up to 50 transactions
Dashboard for orders monitoring and email notification to the investor company
Advanced user rights management reflecting the internal organisation of the investor company with transactional or read only rights, the implementation of a 4 eye control and the definition of investment thresholds limits
. Benefit from a solution offering digital access to all funds (Multichannel)
. Modernise & secure process of subscription / redemption of fund units
. Digitalize the management of KYC ans account opening requests
