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Investor Onboarding

Investor Onboarding and post close audit services

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Investor Onboarding

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  1. Streamlining REITs Investment Journey: Investor Onboarding and Post Close Audit Services by Sumasoft www.sumasoft.com Suma Soft – Proprietary and Confidential

  2. Empowering REITs with Tailored Investor Onboarding Solution • Sumasoft offers a comprehensive solution for Real Estate Investment Trusts (REITs) to efficiently onboard investors. This includes the collection and verification of essential investor information, ensuring compliance with regulations, and streamlining the entire onboarding process. • The services provided by Suma Soft are tailored to meet the specific needs of each REIT, considering their unique structure and investment goals. This allows for a personalized approach that enhances the investor experience. www.sumasoft.com Suma Soft – Proprietary and Confidential

  3. Who Are we Our services are customized to meet the specific needs of each REIT, considering their distinct structures and investment goals. Suma Soft specializes in providing comprehensive solutions for REITs, focusing on efficient investor onboarding and post-close audit services. Suma Soft is a leading provider of specialized services for various industries, including Real Estate Investment Trusts (REITs). www.sumasoft.com Suma Soft – Proprietary and Confidential

  4. Streamlining Investor Onboarding for REITs: Trust, Compliance, and Credibility Suma Soft's "Investor Onboarding and Post Close Audit Services for REITs" presents a unique opportunity to address the challenges faced by REITs in their investment journey. Real Estate Investment Trusts (REITs) face significant challenges in efficiently onboarding investors and conducting post-close audits. The manual and time-consuming processes involved in collecting and verifying essential investor information lead to delays and potential inaccuracies, affecting the overall investor experience. www.sumasoft.com Suma Soft – Proprietary and Confidential

  5. Suma Soft's Value Proposition in Automated Data Capturing and Processing Services • Our services are designed to adhere to the complex regulatory requirements governing REITs. By maintaining strict compliance standards, we help REITs avoid potential penalties, reduce risks, and build investor trust www.sumasoft.com Suma Soft – Proprietary and Confidential

  6. Efficient Investor Onboarding and Compliance Services for REITs • Seamless Investor Profiling: We conduct detailed investor profiling, gathering essential information about potential investors' financial history, preferences, and risk tolerance. This helps REITs tailor investment opportunities to match individual investor needs. • Automation Implementation:Automated Onboarding Workflow: Leveraging advanced automation tools, we streamline the onboarding process, reducing paperwork and expediting approvals. Electronic document submissions and verification processes ensure a swift and hassle-free experience for investors. www.sumasoft.com Suma Soft – Proprietary and Confidential

  7. Ensuring Investor Confidence: Due Diligence & Post-Close Audits for REITs This ensures that the right investors are onboarded, minimizing the potential for fraud and improving the overall credibility of the REIT. Our post-close audit services help REITs ensure accuracy and transparency in financial transactions. We conduct comprehensive due diligence during the investor onboarding process. www.sumasoft.com Suma Soft – Proprietary and Confidential

  8. Reach US For USA +1-281-764-1825 +1-281-408-4861 For India +91-20-40130400 Let Suma Soft elevate your business with our expertise. Follow Us On United States 300 Delaware Ave. Suite 210 #324 Wilmington DE 19801 India HQ 2nd Floor, Westend Icon, Westend Mall Complex, Aundh, Pune - 411007, Maharashtra, India www.sumasoft.com Suma Soft – Proprietary and Confidential

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