Digital Onboarding

Need a fast, flexible, way to open new client accounts?

Client account opening doesn’t need to be clunky. In fact, we’ve created a proprietary system to enable advisors to customize digital onboarding for new clients that makes it easy to scale. Of course, you can still upload data manually if you prefer.

• Choose from a short list of pre-selected screening questions or create your own.
• Customizable terms and conditions
• Automatic automated KYC background checks
• Document verification in seconds
• e-signature
• New account status monitoring
• Multi-currency funding options