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.
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.
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 dataGet customer info and transaction history in one place, giving you the information you need for better service.
Unify your dataTrack every policy and workflow change for continuous improvement, compliance audits, or third-party reporting.
Get visibility into your processesCollect data from clients or third parties and populate it across workflows, to reduce manual entry and errors.
Role assignments, permission, and notifications support smooth handoffs at every step of the way.
AI Workflow generator, task triggers, and scheduled workflows allow you to automate even the most complex processes and be audit-ready.
Use conditional logic, multi-stage approvals, and integrations with your tech stack to tailor Process Street work to your needs.
Need help? Our team is on it faster than you can say "workflow."
Accelerate your processes through automation and stop worrying about compliance.