Onboard clients in minutes
Remote tools to easily and securely onboard clients — no hidden fees, contract lock-in or lengthy set-up times.
Remote tools to easily and securely onboard clients — no hidden fees, contract lock-in or lengthy set-up times.
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AML checks
Source of Funds
Electronic IDV
Proof of Address
Biometric checks
Audit logs
Client Due Diligence report
International checks
Online payments
Document sharing
Customisable onboarding workflows
Email automation
App-free service
Firm-branded client experience
CMS/PMS integrations
Convenient web-based platform
Beautiful client-facing user design
No hidden fees, complex proposals, contract lock-in or lengthy set-up times. It’s easy and hassle-free for your firm to get started.
Using technology, you can incorporate compliance into a great client onboarding experience, helping you to stand out from competitors, while more effectively running your practice.
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