Reusable onboarding patterns
Capture common fund, client, custodian, and account onboarding paths as governed patterns rather than one-off projects.
Client and fund onboarding
Faster onboarding without bespoke rebuilds.
Onboard new clients, funds, accounts, feeds, rules, and approvals through reusable operating patterns instead of rebuilding each onboarding path from scratch.
Bespoke onboarding is killing scale
For platforms, administrators, and service providers, every new client or fund can become another tailored implementation. Teams rebuild mappings, rules, validations, and approvals manually. That slows delivery, increases cost, and limits reuse across clients.
From client onboarding to client activation
Fontana turns each client setup into governed, reusable operating logic. Source files, mappings, rules, approvals, exceptions, and target outputs are captured once, then reused across future onboardings.
Client-specific overlays
Keep the core onboarding workflow consistent while capturing the local rules, mappings, approvals, and service requirements that make each client different.
Readiness gates
Track data completeness, rule approval, testing, exception resolution, documentation, and operational handover before go-live.
Evidence-rich handover
Preserve onboarding decisions, sign-offs, UAT results, and runbook evidence for operations and audit.