Investor registration, verification and onboarding steps needed a more structured workflow so both investors and administrators could clearly understand progress and next actions.
Investment Technology Case Study
How AURUS centralized investor onboarding, KYC, documents and investment workflows
A secure investor portal and investment management platform that brought onboarding, compliance, document handling, communication and investment activities into one structured, role-based system.
Investor Portal Development
Investment Management Software
Role-Based Access Platform
CLIENT
AURUS Impact Capital
Industry
Real Estate Investment & PropTech
Solution
Investor Portal & Investment Management Software
Services
UX/UI · Software Development · Investor Portal
Project Overview
One platform for connected investor onboarding and investment management
AURUS needed more than a basic investor dashboard. It required a secure, role-based platform where investors, administrators and internal teams could manage onboarding, KYC, documents, communication and investment activities through one structured system.
Solverix developed a complete investor portal and investment management platform that centralizes the full investor journey from registration and due diligence to document handling, fund transfer and reporting. The platform gives investors clear visibility into their progress while helping administrators manage approvals, compliance, communication and access permissions more efficiently.
AURUS
Investor Management
“A secure investment platform built to simplify onboarding, compliance, communication and investor operations.”
A
AURUS Team
Investment Operations
The Challenge
Disconnected investor workflows made onboarding and investment management harder
AURUS needed a better way to bring investor onboarding, KYC, document handling, communication and investment activities into one secure system. Managing these processes manually across emails, folders and separate tools created delays, limited visibility and made compliance and access control harder to manage.
Fragmented Investor Onboarding
01
02
Scattered Documents & KYC
KYC files, verification records and investment documents were spread across different locations, making compliance checks and document management more difficult.
03
Unstructured Communication
Investors and internal teams needed a secure and organized way to manage onboarding questions, document requests and investment-related communication.
04
Limited Access & Progress Visibility
AURUS required role-based permissions and clearer visibility into investor progress, approvals and investment stages so each user could access only the information relevant to their role.
— BUSINESS IMPACT
Built for more secure and connected investor operations
1
Centralized flight booking and management platform
Unified investor portal, admin workflows and investment management ecosystem
0
360°
Visibility across bookings, agents, payments and transactions
Structured onboarding, KYC, documents and investment workflows in one platform
0
°
24/7
Secure operational access for travel teams and booking agents
Role-based visibility across investors, administrators and internal teams
0
/7
LIVE
Investor progress, approvals, documents, communication and investment activity
— THE SOLUTION
A secure investor platform built around AURUS’s complete investment journey
Instead of managing onboarding, KYC, documents, communication and approvals through separate manual processes, Solverix structured AURUS as one connected investor management platform. The solution brings investors, administrators and internal teams into a secure role-based system with clear workflows, permissions and progress visibility.
INVESTOR ONBOARDING
01 / 02
Structured onboarding from registration to investment completion
AURUS guides investors through a clear step-by-step journey covering registration, KYC, document submission, verification, approvals and fund transfer. Each stage is visible to the relevant users, reducing confusion and unnecessary back-and-forth.
- Step-based investor registration and onboarding
- KYC, verification and document submission workflows
- Clear progress tracking across every onboarding stage
FITNESS MANAGEMENT
02 / 02
Centralized control over investor activity, documents and approvals
The AURUS platform gives administrators and internal teams one secure workspace to manage investor records, documents, communication, approvals and investment activities while maintaining role-based access across the system.
- Role-based access for investors, admins and internal teams
- Centralized document and communication management
- Approval, compliance and investment activity tracking
01
Investor Onboarding
Manage investor registration, profile setup, onboarding stages and progress through a structured workflow.
02
KYC & Verification
Collect and manage KYC information, verification records and compliance-related documents in one secure system.
03
Document Management
Organize investor files, agreements, supporting documents and related records through centralized access.
04
Role-Based Access Control
Control what investors, administrators, solicitors and internal users can view or manage based on assigned roles and permissions.
05
Communication & Approvals
Manage investor communication, document requests, internal reviews and approval steps through a connected workflow.
06
Investment Tracking
Track investor progress, fund transfer stages, approvals and overall investment activity from onboarding through completion.
— OUR APPROACH
Designed for secure investor onboarding, clear workflows and scalable investment management
01
Investor Workflow Discovery
We studied AURUS’s investor onboarding process, KYC requirements, document handling, approval stages, communication and investment management needs.
02
Platform Structure
We organized investors, onboarding stages, documents, messages, approvals and investment activities into one secure, role-based platform.
03
Design and Development
We designed clear investor and admin experiences and developed structured workflows for onboarding, verification, document management and investment operations.
04
Testing and Refinement
Core onboarding, KYC, document, approval, communication and access-control workflows were tested and refined for secure and consistent day-to-day use.
— PROJECT PREVIEW
A closer look at the investor platform built for AURUS
Explore how AURUS brings investor onboarding, KYC, documents, secure communication, approvals and investment progress together through a structured investor portal and centralized admin system.
INVESTOR ONBOARDING
Structured onboarding with clear progress at every stage
Investors can move through registration, solicitor engagement, KYC, due diligence, document submission and fund transfer through a guided step-by-step onboarding journey.
DOCUMENTS & COMMUNICATION
Secure access to investor documents and communication
AURUS gives investors a centralized place to access important documents, request reports and communicate securely with solicitors and internal teams throughout the investment process.
ADMIN MANAGEMENT
Centralized control over investors, approvals and platform activity
Administrators can monitor investor progress, manage required actions, review onboarding stages, control access and maintain visibility across investment operations from one centralized workspace.
TECHNOLOGY STACK
Reliable technology selected for secure and scalable investment operations
TECHNOLOGY STACK
Reliable technology selected for secure and scalable investment operations
The AURUS technology stack supports secure investor onboarding, role-based workflows, document management, structured communication and scalable investment operations within one connected platform.
TS
React
Frontend Framework
TS
CSS3
TypeScript
Application Development Language
N
NestJS
Backend Framework
TS
Prisma ORM
Database Management Layer
M
PostgreSQL
Database
AWS
Redis
Data & Caching Layer
D
AWS
Cloud Infrastructure
G
Docker
Deployment & Containerization
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