TAKE YOUR FUND ADMINISTRATION TO

NEW HEIGHTS

STRESS-FREE ONBOARDING

FROM TERMINAL TO TAKE-OFF

With one in three of our clients migrating from other administrators, we understand how to take the stress out of your onboarding journey.

Our phased approach ensures onboarding is as planned, coordinated and seamless as possible.

Debbie Quenault-Reeve

Co-Head of Client Onboarding

Jamie Garland

Co-Head of Client Onboarding

1. Arrival and check-in (Engagement phase)

We’ll get to know you, hosting workshops to understand your structure, investors and strategy, and where you’ve encountered turbulence before. We’ll discuss operating model and migration insights to help your decision making.

2. Planning and coordination (Activation phase)

Your onboarding project manager will develop a detailed plan, working closely with your Aztec relationship lead. Together, they’ll flag dependencies, confirm timelines, assign responsibilities and outline data migration and system set-up requirements. We’ll also explore your data requirements, reporting needs, and technology integration.

3. Final checks (Execution phase)

We’ll coordinate with all parties to ensure a seamless handover. Key onboarding elements like KYC reviews, account transitions, and system migrations are completed with proactive updates given throughout, ensuring there are no last-minute delays or surprises.

4. Doors closed, cabin secure (Transition phase)

Before migration we run final checks to secure your new operating model. We’ll ensure that all your investor reporting is in place, outputs are aligned with expectations, and the transition is complete – with minimal impact to your investors. We gather feedback, incorporate lessons learned, and ensure the experience not only met expectation, but sets the standard, and tone, for your ongoing journey with us.