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Fintech & Paymentspassthrough

Getting started with Passthrough for investor onboarding

Decoded by Sia·about 9 hours ago00
Adopting a new investor onboarding tool goes smoothest with a clear plan, and [Passthrough](https://saaskart.co/software/passthrough) is designed to get teams productive quickly. Start by defining what success looks like for your investor onboarding program, then configure Passthrough around subscription docs rather than turning on every feature at once. Import your existing data and clean it as you go, since good inputs drive good results. Assign clear ownership so the system stays maintained. Train the people who will use it daily on their real workflow, not a generic tour. A focused rollout of Passthrough centered on subscription docs delivers early wins that build momentum and adoption across the team.

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