Onboard clients
in minutes

Client-facing workflow tools to efficiently
and securely onboard new clients.

First impressions last

Make it easy for clients to use your firm with a seamless onboarding experience.

Cloud#2
Service clients anywhere
Remove the need to collect physical documents. From customer due diligence to document sharing, work better, remotely.
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Easy to use
No app required. A simple and convenient process clients can complete anywhere, on any device.
Exchange
Effectively meet regulatory requirements
Automate CDD and source of funds checks. Customisable workflows for different practice areas with MLRO oversight.
Time-schedule
Reduce hours of admin
Give clients a streamlined, top-of-class experience. No more chasing clients.
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MORE THAN MANAGING RISK

Turn compliance into a business opportunity

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.

Read the Case Study

What the Regulators say

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Request a demo

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