Investor Services

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Investor Services

Focus on growing your business—we implement a personalized service experience for your customers tailored to your business strategy and goals.

Leveraging on Windstream partners' years of experience in this area, our team becomes an extension of your organization. With Windstream, your customers can experience a more efficient client onboarding process and improved satisfaction.

Client onboarding

Effective onboarding with all documentation related to the fund (supplements, prospectuses, KIIDS, bank instructions) completed on time.

Fee review

Ensure the fund administrator has properly calculated both management and performance fees.

Operational due diligence

Prepare questionnaires, respond to investor queries, and attend in-person meetings, if required.

Investor statement review

Review investor statements produced by fund administrator before delivery to investors