MiFID II classification platform.
Simplify and automate the process of client classification.
Collect the required information and approve it internally.
Transmit information securely to selected external parties.
Cut compliance cost
GDPR ready client portals.
Manage consents, provide remote access to documents, process data portability and other rights introduced by GDPR
Cut administrative cost while improving end-user experience and security
Integrate ID and document checks into onboarding processes of employees or clients.
Speed up transactions