Ensure compliance across asset management and financial operations
Process Street turns asset management procedures into automated, audit-ready workflows. No more manual handoffs, missed steps, or last-minute audit scrambles.

Trusted by more than 3000 companies



















Built for compliance in asset
management
SEC scrutiny is rising. Fines are climbing. Process Street gives you structured, enforceable workflows that prove compliance—automatically.
Solutions by investment vertical
Every fund has its playbook. We help you run it, right.
Stay compliant while moving capital
Manual oversight slows down deal flow. Process Street enforces your compliance playbook in every fund operation—so nothing gets missed, skipped, or done out of order.
Stay compliant

Be ready when the SEC knocks
Every subscription doc, approval, and KYC step is tracked, time-stamped, and audit-ready. No backlogs, no late-night scrambles.
Be audit-readyWorkflows that evolve with the rules
When regulations shift, Cora keeps pace. Our AI agent flags gaps, recommends updates, and helps your team adapt—before compliance risk becomes exposure.
Adapt to changes

Protect client capital and trust
Process Street meets SOC 2 Type II, GDPR, and HIPAA standards. Your investor data stays secure, compliant, and verifiable—by default.
Protect your dataUnify investor data and fund activity
No more scattered docs or siloed systems. Access every client profile, transaction trail, and workflow history from one source of truth.
Unify your data

Visibility into every deal, every step
Track every action across investor onboarding, fund operations, and compliance workflows. Stay inspection-ready and always in control.
Get visibility into your processesForms
Collect data from clients or third parties and populate it across your asset management workflows, to reduce manual entry and errors.
Enhanced collaboration
Role assignments, permission, and notifications support smooth handoffs at every step of your asset management process.
Automation
AI workflow generator, task triggers, and scheduled workflows allow you to automate even the most complex processes and be audit-ready.
Flexibility
Use conditional logic, multi-stage approvals, and integrations with your tech stack to tailor Process Street to your specific asset management workflow needs.
How an asset management firm
cut its onboarding time by 70%
• Simplified regulatory compliance by designing workflows to capture best practices.
• Standardize procedures, making them more scalable.
Frequently asked questions
Can't find the answer you need? Contact our support team.
Unwavering security & compliance focus
Your data's security and privacy are our top priorities. We adhere to the strictest data protection and compliance standards, allowing you to concentrate on delivering unmatched client value.

ISO27001 compliance

SOC 2 Type II compliance

HIPAA compliance

AWS CIS compliance

GDPR compliance

CCPA compliance

Artificial intelligence
Backed by happy clients


functional team collaboration.”



An industry-leading solution






Support that's actually there for you
Need help? Our team is on it faster than you can say "workflow."