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
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