Harness the transformative power of a seamless, highly-intuitive turnkey solution to enhance client engagement, achieve greater business processing efficiencies and scale your practice while providing investment solutions to help you serve your clients more holistically, effectively and personally.
Advisor-assisted or client self-serve paperless onboarding
Digital ID verification
Secure bank integration & sync
Digital agreements, documents & e-signatures
Behavioural finance risk and client profiling
Use behavioural finance to identify clients' true risk profile including behaviours, biases, and blind spots to bullet-proof compliance and increase engagement
Provide a meaningful KYC to comply with the new Know Your Product (KYP) client focused reforms
Analyze structured products
Analyze portfolio impacts
Interactive client reporting
Performance analysis including future projections
Risk and exposure analytics and benchmarking tools
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