Fund Sales, Marketing & IR Technology

Tocan

Bermuda | + global Apex locations
13,000 Apex employees

Tocan is a digital investor onboarding platform that brings multiple stakeholders together with workflow and activity management.

The platform's features include white labeled landing pages and data rooms, form generators, auto form-filling and electronic signing.

The platform also facilitates fund administrator risk ratings, real-time investor screening and AML and KYC checks.

Tocan is part of Apex, the global provider of financial services to asset managers, capital markets, corporates and family offices.

Last checked or updated:
7/2/2024

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