Acquisition Enablement Leverage Passthrough integration with iCapital post-acquisition to position iCapital Solutions as a unified onboarding and compliance platform for private markets, creating cross-sell opportunities to GP clients and wealth managers seeking scalable investor experiences.

Integrator Partnerships Target fund administration and CRM/portfolio platforms (e.g., Allvue, Dynamo, OnboardingBridge partners) for co-sell opportunities that replace manual workflows with automated onboarding, expanding Passthrough adoption through adjacent ecosystems.

Compliance Services Promote AML/KYC full-suite offerings, including the newly launched AML officer service line, to address rising regulatory requirements and provide a bundled solution alongside onboarding to reduce time-to-fund closure.

Private Fund Growth Capitalize on Passthrough’s focus on private capital to expand conversations with private fund managers seeking streamlined investor onboarding, real-time progress tracking, and multi-structure fund handling as demand for efficient fund closings grows.

Global Standards Highlight compatibility with data privacy and security standards (CCPA, GDPR, iManage, Fullstory) to reassure institutional clients and broaden appeal to multinational funds and cross-border offerings.