Ensure compliance across asset management and financial operations

Q: How does Process Street benefit asset management teams?

Process Street supports asset management and financial processes, helping teams ensure compliance, improve operational performance, and remove manual inefficiencies through automated workflows.

Q: Can Process Street help with investment management compliance?

Yes! Process Street gives you ready-to-use, audit-friendly workflows that make it simple to meet regulatory requirements and stay compliant, no manual work or extra engineering needed.

Q: Is Process Street secure for financial data?

Absolutely. The platform offers robust security with SOC 2 Type II, GDPR, and HIPAA compliance, ensuring client data is protected and giving peace of mind to users.

Q: How does Process Street help with document management?

Process Street centralizes customer information and transaction history, making it easy to access the data you need for better service and compliance.

Q: Can I track changes and maintain visibility over processes?

Yes. Process Street enables total visibility, allowing you to track every policy and workflow change for continuous improvement, compliance audits, or third-party reporting.

Q: Is Process Street suitable for regulated industries?

Yes. Process Street is designed for scalability and compliance in regulated industries, providing structured workflows and compliance management without requiring additional engineering resources.

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

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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.

Get audit-ready

Solutions by investment vertical

Every fund has its playbook. We help you run it, right.

Corporate VC

Capture and track innovation workflows with built-in controls.

Corporate VC solutions

Family office

Preserve wealth with consistent, secure execution.

Family office solutions

Investment banking

Streamline deal ops and client compliance.

Investment banking solutions

Private equity

Standardize diligence, onboarding, and reporting.

Private equity solutions

Real estate investment trusts

Enforce policies across complex portfolios.

Real estate investment trusts solutions

Venture capital

Keep fund operations nimble and compliant.

Venture capital solutions

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-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

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

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

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.

See how Raw Capital Partners improved their process management

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.

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.

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.

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.

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.

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

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.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results