Always looking to deliver the best possible client experience, Midland has leveraged technology with our online application and DocuSign-enabled investment process. With our new OnePath technology, Midland marries these two processes into one, link-based application. We’ve consolidated a multi-step exercise into one streamlined experience. This means faster funding and less steps for investment managers and their investors.
Watch this short video to learn more about Midland OnePath
How Midland OnePath Works
Fund managers only provide investment documentation once through this link. After your investment is on OnePath, we provide you with a vanity URL to send to your investors. Using that OnePath link, investors can open a retirement account, initiate the movement of their funds, and authorize an investment into the fund after inputting their personal information just once. OnePath technology populates investment documents based on a fund’s unique details and the personal information entered by the investor. The investor electronically signs the documents and approves the investment. Fund managers can then track investor progress using their own Midland OnePath access so you always know where investors are at in the Midland process.