One seamless onboarding-to-subscription flow
Move investors from onboarding to subscription without friction. Steward combines KYC verification, compliance checks, and subscription document completion into a single, guided experience. Reduce delays, drop-off, and manual coordination between teams.
Built for compliance-first investment teams
Subscription documents are completed in-app with full alignment to your compliance software and regulatory controls. Investor data is validated against KYC and AML requirements in real time, helping teams maintain audit-ready, defensible onboarding processes.
Faster closes, better investor experience
Eliminate PDF back-and-forth and fragmented signing tools. Investors complete, review, and sign subscription documents digitally within a secure KYC platform. Create a smoother experience while helping teams close allocations faster.
Subscription management, redefined
Upload and manage subscription agreements directly within Steward. Documents are linked to the investor record and onboarding workflow for full control.
Investor information captured during KYC and onboarding automatically populates subscription documents, reducing duplication, errors, and manual re-keying.
Enable investors to complete and sign subscription documents securely in-app as part of the onboarding journey. Delegate to authorised signatory and witness documents all in one flow.
Subscription completion is gated by KYC, AML, and risk checks ensuring documents are only finalised once compliance requirements are met.
All documents, signatures, timestamps, and changes are logged and stored as part of your regulatory compliance platform, supporting audits and internal reviews.
Subscriptions embedded into your KYC and compliance workflows
Steward’s in-app subscriptions are embedded directly into your investor onboarding framework to work alongside KYC automation, AML screening, risk scoring, and ongoing monitoring. This ensures subscription documents are not treated as a disconnected administrative task, but as a fully integrated step within your end-to-end compliance and onboarding process.
Trusted for high-risk, high-complexity KYC
Document-first onboarding that removes blockers, even for complex structures.
“Steward’s document-first onboarding quickly extracts required information, flagging gaps, and removing blockers, even for complex structures.”
Less review time, stronger audit defensibility, higher-value work.
“Steward cuts manual review time, improves decision consistency, and strengthens audit defensibility, freeing compliance teams to focus on higher-value work.”
One fund became our entire portfolio on Steward.
“What started with one fund led us to move our entire portfolio to Steward, delivering seamless, AI-powered onboarding with a highly responsive team.”
Document-first onboarding that removes blockers, even for complex structures.
“Steward’s document-first onboarding quickly extracts required information, flagging gaps, and removing blockers, even for complex structures.”
Less review time, stronger audit defensibility, higher-value work.
“Steward cuts manual review time, improves decision consistency, and strengthens audit defensibility, freeing compliance teams to focus on higher-value work.”
One fund became our entire portfolio on Steward.
“What started with one fund led us to move our entire portfolio to Steward, delivering seamless, AI-powered onboarding with a highly responsive team.”
Document-first onboarding that removes blockers, even for complex structures.
“Steward’s document-first onboarding quickly extracts required information, flagging gaps, and removing blockers, even for complex structures.”
Less review time, stronger audit defensibility, higher-value work.
“Steward cuts manual review time, improves decision consistency, and strengthens audit defensibility, freeing compliance teams to focus on higher-value work.”
One fund became our entire portfolio on Steward.
“What started with one fund led us to move our entire portfolio to Steward, delivering seamless, AI-powered onboarding with a highly responsive team.”
See In-App Subscriptions in practice
Walk through a real KYC workflow using your onboarding and monitoring scenarios
Frequently Asked Questions
Everything you need to know about in-app subscriptions, investor signing, and compliance-gated document completion on Steward. Can’t find the answer you’re looking for? Please chat to our friendly team.
In-app subscriptions let investment firms generate, complete, and sign subscription documents directly within Steward, linked to each investor’s onboarding record and compliance checks.