List of S&P Global Investor Onboarding (ex IHS Markit Investor Onboarding) Customers
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Each quarter our research team identifies companies that have purchased S&P Global Investor Onboarding (ex IHS Markit Investor Onboarding) for Investor Onboarding from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using S&P Global Investor Onboarding (ex IHS Markit Investor Onboarding) for Investor Onboarding include: Coinbase, a United States based Banking and Financial Services organisation with 3772 employees and revenues of $6.56 billion, Capital Four, a Denmark based Banking and Financial Services organisation with 82 employees and revenues of $8.0 million, Raven Capital Management, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using S&P Global Investor Onboarding (ex IHS Markit Investor Onboarding), including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Capital Four | Banking and Financial Services | 82 | $8M | Denmark | S&P Global | S&P Global Investor Onboarding (ex IHS Markit Investor Onboarding) | Investor Onboarding | 2021 | n/a |
In 2021, Capital Four implemented S&P Global Investor Onboarding (ex IHS Markit Investor Onboarding) together with IHS Markit Credit Solutions WSO suite to support CLO portfolio administration and scale US operations. The deployment targeted Investor Onboarding workflows and credit operations, aligning the S&P Global Investor Onboarding application with portfolio servicing and operational modules used for collateralized loan obligation administration.
Functional implementation emphasized asset servicing, indenture compliance and trade settlement capabilities delivered by the WSO suite, with configuration to support CLO specific processing and custody related workflows. The engagement leveraged client lifecycle and operational integrations, and usage of S&P Global Investor Onboarding for digital investor subscription, Know Your Customer onboarding and tax collection workflows is inferred from the integration pattern.
Systems integration focused on connectivity between portfolio administration nodes and finance and operations back office processes, orchestrating transaction feeds and settlement workflows across Capital Four's US operations. Governance and process work prioritized centralizing investor lifecycle controls and standardizing subscription and KYC procedures within the CLO servicing function to support consistent operational handoffs.
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Coinbase | Banking and Financial Services | 3772 | $6.6B | United States | S&P Global | S&P Global Investor Onboarding (ex IHS Markit Investor Onboarding) | Investor Onboarding | 2021 | n/a |
In 2021, Coinbase engaged S&P Global Investor Onboarding (ex IHS Markit Investor Onboarding) to enable Form 1099 reporting and strengthen client due diligence in the United States, targeting finance and compliance workflows. The engagement aligns with the Investor Onboarding category by addressing tax documentation collection, KYC intake and tax validation requirements tied to regulatory reporting.
S&P Global Investor Onboarding was configured to automate W-8 and W-9 collection, perform TIN matching and support tax reporting processes required for Form 1099 filings. Implemented functional modules include tax documentation collection, TIN validation, and client due diligence workflows that orchestrate certification, revalidation schedules and evidence capture consistent with KYC procedures.
Operational scope focused on Coinbase finance and compliance teams within the United States, centralizing documentation capture and validation orchestration through the Investor Onboarding application. Governance changes emphasized formalized tax documentation handling, audit trail generation and standardized KYC and tax validation workflows to support regulatory obligations.
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Raven Capital Management | Professional Services | 10 | $1M | United States | S&P Global | S&P Global Investor Onboarding (ex IHS Markit Investor Onboarding) | Investor Onboarding | 2022 | n/a |
In 2022, Raven Capital Management implemented S&P Global Investor Onboarding (ex IHS Markit Investor Onboarding). Raven Capital selected IHS Markit’s iLEVEL portfolio monitoring solution in the United States to centralize investment data, accelerate investor reporting, and improve operational efficiency and communications with limited partners.
The implementation paired S&P Global Investor Onboarding with iLEVEL to unify private markets portfolio data and client lifecycle processes. Functional capabilities deployed emphasized investor onboarding workflows, client lifecycle management, tax and KYC intake orchestration, and automated investor reporting feeds, with iLEVEL serving as the source of portfolio and performance records.
Operational coverage focused on investor relations, portfolio operations, compliance and finance at the small firm level, with configuration scaled to a 10 person professional services firm in the United States. Configuration work included standardized onboarding templates, data model alignment between portfolio and investor records, and workflow automation to support recurring LP communications and reporting cadence.
Governance established centralized data controls and process ownership within operations and compliance teams to govern onboarding, KYC, and tax processes. Raven Capital Management S&P Global Investor Onboarding Investor Onboarding was positioned to support the firm objective to centralize investment data, accelerate investor reporting, and improve communications with LPs.
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