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CitcoOne™ enhanced with online transactions feature

21 January 2025
Citco One upgrades 2025

The Citco group of companies (Citco) is excited to announce significant upgrades to CitcoOne™ designed to enhance the investor digital user experience by streamlining the process of submitting electronic Investor Capital instructions for investments in funds administered by Citco.

These latest upgrades mean all users with full CitcoOne™ access will see links to the new Online Transactions module on the navigation bar, their Home/Console, and account holdings pages. The previously required paper sign-up form has been removed.

Emer McGuckin, Managing Director, Citco Investor Relations, Citco (Canada) Inc., said: “Citco has a longstanding history of innovation and continued investment in its services to enhance the experience for our clients and their investors. Citco first introduced digital trading capabilities to a select group of funds and investors more than a decade ago. Since then, the company has expanded the types of transactions available, the funds included on the platform, and eligible investor base.

“With the 2018 launch of CitcoConnect™ on the CitcoOne™ platform, clients gained access to a dedicated manager virtual data room and digitized initial subscription forms tailored to each of their funds, with built-in smart validations, KYC collection, and embedded e-signature.

“Now, these latest enhancements will modernize the process further, creating a more intuitive, streamlined and integrated experience. With a single sign-in on one application, investors can manage all their transactions seamlessly.”

 

CitcoOne now offers:

  • Dedicated Online Transaction feature
  • E-Signature for all online capital transaction instructions
  • Enhanced transactions module
  • Greater transparency into transaction instructions
  • Integrated wire instruction management

CitcoOne™ — Now it’s easier than ever to manage your investments
Citco One 2048x1366
To learn more about CitcoOne™ and what it could do for your business, or to arrange a demonstration, please get in touch.

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