Capcade runs the processes institutions depend on, such as: investor onboarding, counterparty reporting, compliance approvals and vendor management. Work moves forward without manual follow-up. Every action is recorded and attributed automatically.
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Regulated institutions coordinate workflows across more organisations, counterparties, and jurisdictions than any inbox was built for. When the tools fall short, people fill the gap: chasing, reconciling, reconstructing, explaining.
Capcade takes all four off your desk.
Every party has the right view, at the right time. Workflows complete. Nothing falls through because someone forgot to follow up. The coordination runs without you running it.
When a counterparty, regulator, or auditor asks a question, you have the answer immediately. Not because someone found it, because it was there before they asked.
Every decision, approval, and action is attributed and timestamped as the work happens. The record is a by-product, not a project that starts when someone calls.
SOC 2 Type II, ISO 27001, role-based access, and your choice of data residency across 20+ locations worldwide. Built to the standard your legal and compliance teams will require before a contract is signed
Explore by use case
KYC approvals, compliance sign-offs, document collection, across a large investor base, all running through email. When a regulator asks who approved an investor and when, you spend days digging through inboxes.
Every investor onboarded through a structured workflow with clear ownership
Every compliance approval recorded (who signed off, when, against which policy version) automatically
Governed AI that elevates your team from execution to decision-making
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Each dealer reports independently, through email, on their own schedule. Investors wanting a consolidated view have to wait while someone manually reconciles across sources and rebuilds the underlying Excel. There is no single governed record of what was submitted, what changed, or who has seen what.
Structured, personalised submission workflows for every dealer
Consolidated investor reporting assembled automatically as submissions arrive, with no manual reconstruction
Every submission, access event, and version change recorded so you can prove exactly what was shared, with whom, and when
Your team is doing the work, but from the client's perspective it's invisible. Every status question triggers a manual search. Every service review requires assembling data from scratch. When the client asks what happened during delivery, it's a hassle to find the answer.
A shared surface where clients see exactly what is happening in real time, without asking
Every action your team takes creates a structured, attributable record, no more service delivery reporting packs
The service becomes visible. The proof becomes transparent.
Reassessment dates, compliance reviews, notice periods, all buried in PDFs, tracked on shared calendars, owned by individuals. When the regulator asks what the decision was to renew a vendor and who made it, the honest answer is two weeks of searching.
Obligations extracted automatically when a contract goes active; deadlines, compliance requirements, and notice periods become live tracked objects
Reassessment workflows that fire before deadlines, not after
Every renewal decision recorded (who decided, on what evidence, against which policy) the moment it is made
Capcade is the coordination layer for fund managers, fund administrators and structured product teams operating at scale. The platform handles the volume, the jurisdictions, and the audit requirements of the world's most demanding regulated environments.
professionals coordinating through Capcade
companies onboarded across funds, programmes, and regulated entities
files securely shared and stored
jurisdictions, including EU and UK
"We've seen a multitude of tools on the market but Capcade is definitively the best and most user friendly."
"Collaborating with Capcade is a key step in our path to digitise our offering. Together, we're not only optimising operational efficiency but also enriching the value we deliver to our clients."
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Built for scrutiny. SOC 2 Type II, SOC 3, ISO 27001, DPF, and STAR certified.
Enterprise-grade encryption
Role-based access controls
Full audit logging
Regional hosting and segregation
SSO support
Regulatory obligations across fund management, capital markets, and vendor governance are raising the bar on what counts as sufficient evidence. Capcade is built ahead of that bar.
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The processes that touch your counterparties are where institutional credibility is made visible. They should be the last thing you worry about. Capcade is the infrastructure that means they run correctly, every time, with a complete record attached.
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