Wir ermöglichen Ihnen

Den Beratungsprozess von alternativen Investmentprodukten zeiteffizient und regulatorisch sicher
- vollständig auf einer Plattform

AdvisoryProcessKapnative enables advisors access to a variety of curated top tier providers they did not previously have access to or that are difficult to accessAccessKapnative enables a time efficient creation of needed tax documents and an overall reporting across all alternative assetsReportingKapnative facilitates and simplifies:
  • Opening up an account and using existing account providers for all alternative asset funds and certificates
  • Opening up a wallet for Digital Assets
Account Creation
Kapnative enables advisors to save time through:
  • Digital identification of clients via Postident
  • Each clients risk profile just being created once and an automatized target market comparison with available products
OnboardingKapnative supports with standardized advisory processes to create the advisory documentation in half the previously needed time and reduces the regulatory risks through prefilled answersDocumentationBuying and selling of alternative assets through primary and secondary markets that is time efficient and easy to executeInvest / Divest
Newsletter

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