Asset ManagementMipise offers a digital solution dedicated to asset management: private equity, private debt, real estate, infrastructure.
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Integrate the digital experience into your investment process
Mipise offers a digital solution dedicated to asset management: private equity, private debt, real estate, infrastructure.
Mipise's SaaS platform is fully integrated and modular, allowing to optimize the user experience and to improve the operational efficiency of investment firms.
Request a demoOur modules
Adapt the solution to your needs
Commercialization Web Platform
Subscription
Securities Registration
Investor Portal
Data Room
Online Payment
Investor Onboarding & AML / KYC
Closings / Capital calls
Post-Subscription Monitoring
Distributor Portals
Distributor Invoicing
Back Office
Benefit from a website publisher's services
Creation and configuration of a marketing platform, with permanent access for all internal and external users.
- Website (editorial strategy, personalization tools, access management, etc.)
- Investor portal (secure investor space, online signature of NDAs, data room access, etc.)
- Partner onboarding portal (accreditation process, online partner agreement signature, customized commission management (fixed/variable))
Our modules
Adapt the solution to your needs
Commercialization Web Platform
Benefit from a website pusblisher's services
Creation and configuration of a marketing platform, with permanent access for all internal and external users.
Request a demo- Website (editorial strategy, personalization tools, access management, etc.)
- Investor portal (secure investor space, online signature of NDAs, data room access, etc.)
- Partner onboarding portal (accreditation process, online partner agreement signature, customized commission management (fixed/variable)
Speed up and secure account opening operations.
Request demo- Dynamic and customizable online subscription workflows and KYC/AML management
- Reduce operational risks
- Information better shared between back office, middle office, compliance and investors
- Customizable notifications and management areas
- Align with regulators expectations
Fully digital subscription workflow with monitoring of all regulatory matters.
Accelerate and secure the subscription process underwriting
Request a demo- Dynamic and customizable workflow for investors and distributors
- Fully customizable subscription forms
- Advanced electronic signature
- A ready-to-use solution for middle-office, compliance, signatories etc.
Possibility to call all of or part of the funds and management fees
Request a demo- Automatic calculation of the individual quotas called for each LP's
- Automatic mail sending
- Depositary relationship
- Automatic remittance lettering (with payment module)
Digitally monitor your accounts and registers
Manage all transactions of unlisted securities (dividends, coupons, disposal of securities, estates etc.).
Request a demo- Blockchain certified
- Specific out of network access for investors/AMC/distributors
- Document data room : valuations, portfolio statements, management reports, taxation etc.
- Investor information mailings
- Custom dashboards
Ensure regulatory monitoring
Facilitate the updating of information and reduce OPEX costs.
Request a demo- Continuous screening of global databases
- Supporting documents monitoring
- History of reports PEPs (politically exposed persons), criminal and regulatory sanctions, reputational risks
- Compliance dashboard
- Customer risk scoring
- Automated alerts
Simplify your investors’ experience
The Mipise investor portal streamlines the communication with your investors and optimizes their customer experience.
Request a demo- Configurable investor spaces
- Dynamic document management
- A portal to ensure data and document security
- Optimized user experience
- E-mail inbox and notifications
- Automated integration (API) with management company, distributors and custodians
Facilitate the commercialization of your funds with distributors
Your distribution partners have access to a secure portal to streamline their activities and shorten their sales cycle.
Request a demo- Preparation of subscription and KYC/AML management
- Management of invoices and online payments of commissions
- Dynamic and customizable interface
- Dashboard for tracking signatures in progress and completed
- Solution for all kinds of users (Pension Funds, Insurances, Institutional, HNWI, Nominee, US Persons, Transfer Agent, Administration funds, Distributors, Custodians)
Centralize and securely share your investors’ data and documents
Request a demo- Improved and secured information sharing with investors, distributors and partner companies
- Automated and secure e-mails and notifications
- Mipise system with automated backup, double protection against intrusions and hacking attempts, and continuous screening of computer code
- Referencing of documents to be shared by ID number
Develop and optimize your relationships with your distributors.
Request a demo- Management of different types of commissions (on outstanding amounts, entry commissions etc.)
- Investment company dashboard with summary views by distributor and by fund
- Distributor dashboards with commission status management
- Invoice generation and extraction tool
- Notification system for the investment company and distributors
- Automatic and integrated commission payments via our banking partner
An ability to manage payment flows.
Request a demo- Settlement of subscriptions and payment of distributors commissions/retrocessions
- Multiple payment methods (bank transfer, credit card, direct debit)
- Monitoring of payments
- Automatic lettering
- Management dashboards
Choose a 3.0 back-office module
Request a demo- Dashboards for monitoring the portfolio, dividend distributions and the profitability of the unit (net asset value)
- Production of IFUs: types of taxes BIC or Foncier, calculation mode: accounting or classic, IR or IS, capital gains and withholding tax
- Online agreement signing
- Online digital subscription: bare ownership and usufruct (automatic or manual), co-subscription, reinvestment of dividends, programmed investments, etc.
- Customizable dashboards by usertype (CGP, Investors, Managers...)
Integrate a 100% digital experience into your investment processes with our dematerialised solution that complies with the regulations.
The white label digitization solution developed by Mipise is aimed at different types of financial players:The Mipise solution is:
- Solutions that address the many concerns of business leaders and managers involved in the digital transformation of their activities
- Consulting expertise to analyze and propose proven solutions to various and complex financial processes
- Expertise in web development and blockchain & tokenization technologies
- A fully secure, anonymized and regulatory compliant technology environment
- Product and support teams that enable quick and easy project start-ups and follow-ups
Simplify your users' experience
- Secure remote access
- Visibility on the progress of the subscription
- Centralization of documents and operations
- Accredited electronic signature according to international standards
Optimize each stage of the investment cycle
- Save time: subscription time divided by 10
- Automated controls
- Reduce the risk of operational errors and document loss
- Optimize the signature process
- Capitalize on investor data for future subscriptions
Facilitate the marketing of products through asset management and distribution networks
- Track investor portfolios
- Send and track invitations online
- Real-time view of commissions received
- Commission payment module
Our project implementation methodology
Benefit from our consulting expertise and the skills of a team of experienced developers
Our methodology is broken down into three stages to help you digitalize your activities and services- Step 1
- Step 2
- Step 3
Pre-study
- Getting to know the environment
- Identification of the problem
- Feasibility study of the project
- Document summarizing the general specifications of the project
- Drawing up a budget
- Pricing and planning
You are?
Invent the finance of tomorrow with us, whatever your profile
A management company
- Simplify and automate your business processes
- Reduce your costs
- Optimize regulatory compliance
- Improve customer satisfaction
- Focus on your core business
Middle office / Compliance / Fund signatories / Custodians
- Secure, accelerate and automate your operations
- Centralize your documents and actions
Distributors
- Benefit from a dedicated web portal
- Optimize your account opening, subscriptions, record keeping etc.
- Give your investors more choice
Subscribers
- Dematerialize and automate the end-to-end workflow, client account opening, underwriting, full back office monitoring and creation of investor portals.
User support
More than software, personalized support
The Mipise teams support your teams in getting to grips with the tool and ensure that everyone takes full advantage of the benefits of dematerializing business processes.
- Telephone hotline with the support team
- Live chat with the support team
- Email support
- Document database
Partners
They have already placed their trust in us
