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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.

Process Street product

Trusted by more than 3000 companies

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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.

Capture and track innovation workflows with built-in controls.
Preserve wealth with consistent, secure execution.
Streamline deal ops and client compliance.
Standardize diligence, onboarding, and reporting.
Keep fund operations nimble and compliant.

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
Stay compliant while moving capital
Be ready when the SEC knocks

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-ready

Workflows 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
Workflows that evolve with the rules
Protect client capital and trust

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 data

Unify 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
Unify investor data and fund activity
Visibility into every deal, every step

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 processes

Forms

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%

Company
Raw Capital Partners
Use cases
Employee onboarding, investment and asset management, investment management workflow
Company size
40
Industry
Investment and asset management, mortgages
Challenge
Help new and existing team members prevent compliance errors in the highly regulated asset management 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.

Frequently asked questions

Can't find the answer you need? Contact our support team.

How does Process Street benefit asset management teams?
Can Process Street help with investment management compliance?
Is Process Street secure for financial data?
How does Process Street help with document management?
Can I track changes and maintain visibility over processes?
Is Process Street suitable for regulated industries?

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.

AI compliance
Data protection & security

ISO27001 compliance
Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.
SOC 2 Type II compliance
Data protection & security

SOC 2 Type II compliance
Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.
HIPAA compliance
Healthcare information privacy

HIPAA compliance
HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.
AI compliance
Data protection & security

AWS CIS compliance
The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.
GDPR compliance
EU Data protection & privacy

GDPR compliance
The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement
AI compliance
Data protection & privacy

CCPA compliance
The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Backed by happy clients

Colliers logo
With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results
Linda White
Linda White
Head of Technology Services, Colliers
“A huge win. Delivers cross
functional team collaboration.”
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Alex Hauer
Alex Hauer
Senior Success Consultant, Salesforce
Read case study
"It was the right choice for us. It helped our team move quicker"
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Chelsea Lynch
Chelsea Lynch
Manager of CS operations, Bentobox
Watch case study

An industry-leading solution

Process Street Best Est. ROI 2025
Process Street Easiest To Use 2025
Process Street High Performer 2025
Process Street Users Most Likely To Recommend 2025
Process Street Fastest Implementation 2025
Process Street Grid Leader 2025
Process Street Regional Leader 2025
Process Street Users Love Us
Process Street Top 50 2024

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