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Investor onboarding for funds
Passthrough is investor onboarding software offering software that digitizes subscription documents and KYC for private fund investor onboarding. Passthrough helps fund managers and law firms work more efficiently and achieve better outcomes.
Passthrough is built for fund managers and law firms. It suits teams that want subscription docs without spreadsheets and disconnected tools.
Compared with alternatives like Anduin, Passthrough differentiates on subscription docs. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core Passthrough for growing teams. Contact for a quote.
Advanced Passthrough for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| subscription docs | , | |
| investor KYC | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| data validation | , | |
| closing management | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
Other
CRM
Storage
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Global business accounts, cards, and cross-border payments
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