Fund management is entering a new era. Stricter regulations, demanding investors, and operational complexity are pushing managers to ask:
How can we stay competitive and compliant while becoming more efficient?

The answer lies in digital transformation — automating processes, connecting systems, and centralizing data. In this context, APIs and CRM/PMS integrations have become essential levers.

Discover how B4Finance digitizes your workflows.

Why Digitize Fund Management?

Digitalization is no longer optional — it’s the standard. It allows you to:

• Reduce delays: Investor onboarding drops from weeks to just a few days.

• Ensure compliance: Automated KYC/AML, FATCA, CRS, with full audit trail.

• Enhance investor experience: Smooth subscriptions, e-signatures, real-time tracking.

• Boost internal efficiency: Fewer duplicates, fewer manual errors, aligned middle & back-office teams.
  
  

Accelerate your subscriptions with B4Finance.

The Tools of Fund Digitalization

1. Digital Subscription

Say goodbye to paper, endless email threads, and data entry errors.
Digital subscription turns a time-consuming process into a 100% online journey: smart forms, automated document collection, instant verifications, and integrated e-signatures.

2. Compliance Connectors (KYC/AML)

Regulatory checks are no longer a bottleneck — they are integrated directly into the investor journey.
Compliance is performed in real time with automatic profile validation.

Your compliance teams get full visibility without wasting time or risking non-compliance.

3. From CRM to B4Finance: Trigger & Automate Workflows

With B4Finance connectors, your CRM (Salesforce, Dynamics, HubSpot…) becomes the command center for investor operations.

• Create subscriptions: A deal logged in CRM automatically triggers a subscription in B4Finance.

• Update KYC: Profile changes in CRM sync instantly with B4Finance.

• Sync key data: Status, alerts, and progress flow back to CRM in real time.

• Custom workflows: Document generation, extra AML checks, internal notifications, PMS updates.
  
  

Result: Your CRM is no longer a silo but a fully connected operational hub.

Talk to a CRM integration expert

4. APIs as the Backbone

Without APIs, every tool remains a silo. With APIs, data flows freely — and your teams can breathe.

Our APIs connect your onboarding platform, CRM, PMS, middle office, and financial data providers in one seamless ecosystem.

API Integration for CTOs and Product Owners

Digitizing fund management isn’t about adding more software — it’s about integrating them intelligently.

With APIs and connectors:

• A CRM automatically triggers KYC when a new contact is created.

• The PMS receives validated data in real time.

• Subscriptions move through the workflow without re-entry.

• Compliance teams have a full, audit-ready history.
  
  

Swagger API Hub: Your Technical Gateway

At B4Finance, we’ve built Swagger API Hub for your IT teams:

• All APIs in one place.

• Endpoints testable live, with instant JSON response.

• Interactive, always up-to-date documentation.

Fast, frictionless connection.

Result: Your CTOs and Product Owners accelerate integration projects.

Test Swagger API Hub