How Process Street Helps Asset Managers Stay SEC Audit-Ready

Website Link Below:
https://get.process.st/a4pb1hwjh9kn

Stay compliant, eliminate manual errors, and speed up operations with Process Street — the ultimate workflow automation platform for asset management and investment firms.

In this video, we explore how Process Street helps asset managers, private equity firms, venture capital funds, real estate investment trusts, and family offices automate critical processes, enforce compliance, and maintain SEC audit readiness.

From onboarding clients to tracking KYC approvals and ensuring SOC 2, GDPR, HIPAA compliance, Process Street turns your playbook into automated, audit-ready workflows. Learn how AI-powered workflow generation, conditional approvals, and role-based access streamline your operations while safeguarding investor trust.

If you’re in investment management, corporate VC, or financial operations and want to cut onboarding time by 70%, this video is for you.

📌 What You’ll Learn in This Video:

How Process Street enforces compliance across asset management workflows

How automation reduces manual oversight and missed steps

The benefits of centralized investor data and real-time tracking

How firms like Raw Capital Partners accelerated onboarding and improved compliance

✅ Perfect for: Asset Managers, Private Equity, VC Firms, Investment Banking, REITs, and Wealth Management Offices.

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