Asset management

Clear a path to growth

Simplify operations and ensure accuracy, from investor onboarding to regulatory compliance.

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Trusted by more than 3000 companies

Compliant collaboration on a single platform

In the fast-paced world of asset management, staying competitive requires a blend of innovation and strict adherence to compliance. Process Street paves the way, enabling firms to effortlessly navigate the regulatory landscape while fueling strategic growth.

Workflows

Simplify complexities: Convert complex work into straightforward, automated steps to ensure consistency and smooth operation.

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Policies & procedures

Centralize compliance: Maintain all your firm's guidelines in one accessible location. Update and disseminate procedures easily, upholding compliance and operational efficiency.

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Change management

Seamlessly adapt: Drive and track changes efficiently, reducing disruption.

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Investment due diligence, processing & approvals

One-click approval processes: Guarantee thorough adherence to your due diligence and approval workflows, ensuring comprehensive oversight.

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Risk assessment & register

Proactively manage risks: Detect and address potential risks early, safeguarding your strategy from unforeseen impacts.

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Employee onboarding & training

Accelerate readiness: Quickly bring new team members up to speed, fully preparing them for their roles.

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Audit management & reporting

Streamline audits: Efficiently organize documentation and automated audit trails, simplifying compliance.

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Investor communications & onboarding

Improve investor relations: Start investors off on the right foot, keeping them well-informed and appreciated from day one.

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Document management & contract automation

Effortless organization: Store, access, and automate all your contracts and documents in one centralized location, automating mundane tasks to enhance efficiency and minimize errors.

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Document management & contract automation

I love it! It looks so organized. I would get rid of Airtable at this point because it does everything that I need.

Emily Jenkins

Founder Collective

Your work, your way

Connect the tools you already use, making your work easier and more efficient without the hassle. Whether it’s syncing data, automating tasks, or custom-fitting for your unique setup, we make everything work together smoothly, so you can focus on what matters most.

Salesforce

Slack

Microsoft Teams

Google Sheets

Jira

DocuSign

HubSpot

Mailchimp

Stripe

Greenhouse

Zapier

Power Automate

Google Forms

Airtable

BambooHR

Hireflix

Monday

Workable

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.

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 & 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.

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.

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.