AGenius - We redefine your documentation routine now!
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AGenius - We redefine your documentation routine now!

The project is to help fund companies manage all the administrative and legal tasks when the fund manager is selling a new fund to their investors. We leverage technology to allow the fund manager to create a new Fund Subscription for their investors, create a new investor and upload all the investor documents for eKYC purpose which relies on OCR. Anything missed during each subscription form can be validated and communicated via the system between the fund companies and our clients.

Main Features:

  • Support for digitalising multiple fund forms
  • Allow to export the signed application as a PDF
  • Allow to upload investors' ID cards, passports and other supporting documents
  • Support unlimited user roles for staffs
  • Allow to set different statuses for applications
  • Display Activity Logs, Application List with filter options and User List etc
  • Staff can upload signed documents, approve or reject applications, and view signed applications
  • Integration with the Adobe Sign API
  • Read ID cards and passports via the Google/Microsoft OCR engine
  • Support for responsive web app design

Until now, our client has seen the benefits of our services. We have digitalised 104 forms together with related form submissions and supported recognising address proof from 7 different regions/countries, including Cayman, Hong Kong SAR, Japan, Mainland China, Malaysia, Taiwan Region, Singapore.


AI & OCR augmented documentation system which tremendous shortens the document turn-around time and substantially reduces the erroneous manual work in conventional document handling routines.

State-of-the-art Customer Interfacing system which manages the collections, distributions and propagations of all fund related documents and information material for the investors.

Tech-savvy Customer Information platform that further strengthens and facilitates the future enhancement of the Customer Relationship Management System.​

Key Features:​

  • Platform offers digital solutions for regulatory compliance
  • Focuses on anti-money laundering (AML) and know-your-customer (KYC) regulations
  • Provides identity verification, document screening, risk assessment, and ongoing monitoring services
  • Aims to assist businesses and organizations in banking, fintech, and cryptocurrency industries
  • Enhances compliance processes and mitigates risks of financial crime