Offer fully white labelled and secure client portals with end-to-end onboarding workflows
Include contract signing and approval
Chain together multiple steps that include form filling, identity checks, digital signing and more
Embed identity verification and document checks into the onboarding journey
Store and share all sensitive client documents in individual portals
The only client onboarding software wealth managers need to engage and onboard new clients (and renew existing clients)
Save time, effort, and money while ensuring a more secure onboarding process for your clients and employees. Our end-to-end solutions will improve your client experience, from sales endorsement to contract signing.
The customisable platform also allows you to tailor your interface to match the needs and even design elements of your business. Not only does this make processes even more efficient, but it also helps your client feel at ease and more secure.
Start streamlining your onboarding process today. Sign up for a free trial.