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LockDocs Feature: Transforming the Way Consumers Interact with their Financial Service Providers

Thanks to Made in CA Magazine for sitting down with CEO Anne Marie Stetler for an in-depth discussion of LockDocs' solution for simplified investor onboarding. She highlighted how LockDocs' innovative approach to client data management helps providers in private markets, alternative assets, fund management, and more to streamline their subscription processes, automate fund workflows, and achieve a frictionless client experience while ensuring ongoing compliance.

Read the full article to learn more about how our client-focused reforms are digitally transforming private markets. With our focus on an open finance-friendly future and solutions that work for both investment providers and their investors, LockDocs is poised to revolutionize the landscape for digital client onboarding and digital fund subscriptions.