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, each new client or fund often becomes another tailored onboarding project. Teams rebuild standards, mappings to transfer data, document local rules, validate exceptions, and coordinate approvals manually, creating long delivery cycles, high implementation cost, and limited reuse across clients.
From client onboarding to client activation
Fontana captures each client setup: source files, mappings, rules, approvals, exceptions, documentation, and target data model outputs. That logic becomes governed and reusable, so teams can onboard faster, reduce manual effort, adapt to any standard data model, and maintain a clear record of every configuration.
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.