LONDON, 29 January 2024 – Goji is pleased to announce its partnership with market leading fund services provider Ocorian to enable alternative asset management clients to seamlessly manage the entire investor lifecycle.

Ocorian’s digital platform, powered by Goji, will offer alternative asset managers an end-to-end solution to streamline the investment process from onboarding and KYC to digital subscriptions and reporting. By providing this software to offices worldwide, Ocorian is demonstrating its commitment to improving the investor experience.

Key features of the platform include:

• Investor onboarding: Asset managers can onboard their investors from any jurisdiction via a single, secure online platform, offering an improved investor experience, increased efficiency and transparency, and a reduction in time to market.
• KYC/AML compliance: Investor KYC/AML can be managed at scale across multiple fund jurisdictions; users can upload and sign documentation simply and securely; and investor KYC/AML profiles can be reused across multiple private fund subscriptions.
• Digitised documentation: Subscription documents are pre-mapped, pre-populated, and executed with digital signatures.
• Capital calls and reporting: Capital notices are made available for the investor to respond to in the platform and investors have access to transparent, real-time fund and portfolio-level performance metrics and reports, helping them to make better-informed investment decisions.

This announcement follows the recent launch of private fund capabilities, powered by Goji technology, on Euroclear’s FundSettle platform. By leveraging this solution, fund administrators like Ocorian can connect their clients digitally to the vast distributor base in Euroclear’s network, therefore providing a service that powers growth through scalability.

David Genn, Chief Executive Officer at Goji says, “We are thrilled that Ocorian is partnering with Goji to offer a digitised investment journey to their clients. As allocations to private markets continue to rise, this partnership represents a desire from fund administrators to provide a market-leading service and continue to streamline processes in a historically inefficient industry. We look forward to our continued work with Ocorian to provide fully digitised private fund administration, therefore driving growth for their clients.”

Charlotte Cruickshank, Global Head of Solutions at Ocorian says, “We are delighted to be able to further enhance our offering with our new digital investor onboarding and portal tool powered by Goji. This is particularly relevant as the industry continues to evolve and we see more evergreen/open ended structures with large numbers of investors. The functionality of the platform together with the systematic transfer of data onto the Ocorian technology platform will streamline and enhance the investor and client experience.”

About Ocorian Fund Services

Ocorian’s fund services team delivers operational excellence across fund administration, AIFM, depositary and accounting services to the world’s largest financial institutions along with dynamic start-up fund managers and boutique houses. It’s team of over 400 funds specialists work across all major asset classes of alternative investment funds such as private equity, real estate, infrastructure, debt and venture capital, whilst its specialist Islamic Finance team is a leading provider of Sharia-compliant investment structures.

About Ocorian

Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets.

Supporting and protecting global investment is Ocorian’s priority; it manages over 17,000 structures on behalf of 8,000+ clients including financial institutions, large-scale international organisations, and high-net-worth individuals.

Ocorian provides fully compliant, tailored solutions that are individual to clients’ needs, no matter where in the world they hold financial interests, or however they are structured.

The group offers a full suite of corporate, fund and private client services across a network of offices spanning all the world’s financial hubs. Locations include Bermuda, BVI, Cayman, Denmark, Guernsey, Finland, Hong Kong, Ireland, Isle of Man, Jersey, Luxembourg, Mauritius, Netherlands, Norway, Singapore, Sweden, UAE, the UK, and the US, and employs over 1,500 professionals.

To find out more about Ocorian and its services, including regulatory information, visit www.ocorian.com

About Goji

Goji is the leading provider of investor platform technology and services. With the private asset market opening to new classes of investors, Goji makes it easy for asset managers, fund administrators and asset owners to give all investors digital access to private funds and stay ahead of their industry competitors. Goji’s best-in-class platform, which is secure, scalable, and customisable, unlocks new topline revenue and reduces costs. The company serves over 30,000 investors from more than 86 jurisdictions. Goji was recently acquired by Euroclear, and together they have built a global network for private funds, combining Goji’s platform technology and Euroclear’s financial markets infrastructure to create scalability and growth for all participants. Goji is headquartered in the UK and is regulated by the FCA.