Resources
Process Street logo

Ensure compliance at every step of your financial processes

Investment management is built on trust, and every detail counts. From onboarding new clients, performing due diligence, or preparing reports, Process Street enhances trust and improves operational performance.

Process Street product

Trusted by more than 3000 companies

Salesforce logo
Cisco logo
Slack logo
TPG logo
Toast logo
Bettement logo
Colliers logo
Third Rock logo
Drift logo
Airtree logo
Blackbird logo
Evanston logo
Salesforce logo
Cisco logo
Slack logo
TPG logo
Toast logo
Bettement logo
Colliers logo
Third Rock logo
Drift logo
Airtree logo
Blackbird logo
Evanston logo

Eliminate inefficiencies & reduce risk

Reduce the risk of falling out of compliance and increase productivity by eliminating error-prone manual processes and data entry.
Compliance & security

Stay compliant amid increasing regulatory demands

In the last few years, we have seen unprecedented levels of SEC regulations and fines. Process Street provides structured workflows that are audit-ready from day one. Our documented, consistent processes integrate easily with your data to support clear, comprehensive reporting.

Protect client data with robust security

With SOC 2 Type II, GDPR, and HIPAA compliance, our platform provides strict data security, allowing you and your clients peace of mind.

Protect your data
Protect client data with robust security
Stop hunting for documents

Stop hunting for documents

Get customer info and transaction history in one place, giving you the information you need for better service.

Unify your data

Total visibility for every process

Track every policy and workflow change for continuous improvement, compliance audits, or third-party reporting.

Get visibility into your processes
Total visibility for every process

Forms

Collect data from clients or third parties and populate it across workflows, to reduce manual entry and errors.

Enhanced collaboration

Role assignments, permission, and notifications support smooth handoffs at every step of the way.

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 work to your needs.

How a financial services firm cut its onboarding time by 70%

Company
Raw Capital Partners
Use cases
Employee Onboarding, investment management
Company size
40
Industry
Investment management & mortgages
Challenge
Help new and existing team members prevent compliance errors in their highly regulated industry.
Solution & impact
• Accelerated and improved onboarding for faster and more compliant performance.
• Simplified regulatory compliance by designing workflows to capture best practices.
• Standardize procedures, making them more scalable.
Result
Fast, compliant processes for critical financial services.

An industry-leading solution

Process Street Best Est. ROI 2024
Process Street Easiest To Use 2024
Process Street High Performer 2024
Process Street Leader 2024
Process Street Momentum Leader 2024
Process Street Top 50 2024
Process Street Users Most Likely To Recommend 2024
Process Street Momentum Leader 2024
Process Street Users Love Us

Support that's actually there for you

Need help? Our team is on it faster than you can say "workflow."

5 minutes
average response time
98% customer rating
average rating

Take the pain out of investment management

Accelerate your processes through automation and stop worrying about compliance.

Still have questions?