blog

How Investment Managers, Fund Administrators, and AML Providers Can Limit AML and KYC Onboarding Challenges

Harriet Barlow — Fri, 29 May 2026 14:50:55 GMT

Investor onboarding is one of the most operationally challenging areas of private market investing, particularly given the Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements that must be completed before admitting investors. This article examines where AML and KYC checks typically fit within the investor onboarding journey, why the timing and structure of these processes can vary significantly among general partners (GPs), and how differences in internal systems and third-party providers impact onboarding time and complexity. It also considers how digital onboarding tools reduce manual effort, improve transparency, and lower compliance risk.

Kettera Strategies Selects Investor Pointe (Previously Bite Stream) as Exclusive Digital Subscription and Investor Onboarding Platform (IssueWire)

Investor Pointe — Wed, 20 May 2026 11:22:36 GMT

Chicago, Illinois Mar 26, 2026 (Issuewire.com) – Kettera Strategies, the Chicago-based alternative investment platform operator, today announced its adoption of Bite Stream, the digital investor experience platform for investor onboarding, subscriptions, and investor management developed by Bite Investments, as the exclusive electronic subscription and investor management system for Kettera’s Hydra™ managed account marketplace.

Investor Pointe (Previously Bite Stream and Untap) finalists across six categories at The Drawdown Awards 2026

Investor Pointe — Wed, 20 May 2026 11:20:53 GMT

We are delighted to announce that our end-to-end platform, Investor Pointe (Previously Bite Stream, and Untap) has been named finalist across six categories at The Drawdown Awards 2026, marking our most comprehensive recognition to date.

System Overload: Why Unified Platforms Are Becoming Essential for Investor Engagement

Susanna Sandell — Wed, 20 May 2026 11:19:17 GMT

Investor engagement in private markets remains relationship-driven but increasingly depends on structured processes and digital infrastructure to operate at scale. In this article, we examine how investor expectations are evolving, the challenges created by fragmented systems, and how unified digital platforms are enabling more transparent and scalable investor communication.