Arendt Services taps Fenergo for frictionless investor experiences

By Gloria Methri

Arendt Services has announced a partnership with Fenergo to deliver its investment management clients a premium investor lifecycle experience.

Arendt Services will leverage Fenergo’s Software-as-a-Service (Saas) Client Lifecycle Management (CLM) solution to meet investor expectations for a frictionless onboarding and maintenance experience.

Arendt Services will drive operational efficiencies by optimizing its investor onboarding, ongoing due diligence, and regulatory compliance processes – previously highly resource-intensive and costly manual procedures.

With this collaboration, Arendt Services aims to streamline and enhance the onboarding experience for investors, facilitating a seamless and efficient process while maintaining the standards of compliance and client service.

Fenergo’s CLM SaaS solution encompasses a comprehensive suite of tools designed to automate and optimise the end-to-end investor journey. It enables teams to visualise complex entity relationships and identify ultimate beneficial owners – all of which streamlines regulatory compliance processes, as well as integrates screening duties.

Arendt Services says it is a highly regarded investor and corporate services provider headquartered in Luxembourg. Through strategic collaborations and the implementation of cutting-edge technologies, the company is developing to meet the evolving needs of its clients. This collaboration enhances the quality and depth of services offered, allowing clients to access a wide range of specialized knowledge and capabilities.

Christian Heinen, CEO of Arendt Services, said, “Widely regarded as the gold standard in investor lifecycle software, Fenergo’s tech provides clients with a convenient investor portal, which acts as the user’s central information hub. The service is offered to funds, Alternative Investment Fund Managers (AIFM), or other fund administrators/transfer agents and covers Investors, Assets, and Distributors. Investors can access the portal to upload or review any relevant information in real time, drastically reducing manual document flow and accelerating lifecycle processes. It is all about empowering our clients and investors, and in doing so, boosting operational efficiency.”

Stella Clarke, Chief Strategy & Marketing Officer, Fenergo, said, “Arendt Services’ move to deploy Fenergo’s technology highlights the growing importance of digitalisation within Asset Servicing over recent years, with investors increasingly demanding greater transparency and more fluid, efficient, and manageable user journeys. Businesses that overlook the client experience risk failing to attract and retain top investors over the coming years.”