Welcome To Factor

Factor’s Results Set Us Apart

Factor understands that investing is about trust and results, not processes and paperwork. The investment manager’s AND the investor’s experience are an important and often neglected part of the onboarding and investment process. We make this initial connection point efficient and simple for all parties involved.

Factor at a Glance

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For Managers

  • On-demand access to your investor profiles
  • Seamless investor onboarding
  • Communicate with your investors through Factor
  • Access to new investors that fit your funds
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For Investors

  • Share your Factor profile with any investment manager
  • Build your profile with a guided intuitive process
  • Update your investor profile at anytime
  • Exposure and access to numerous funds