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
- New account status monitoring
- Multi-currency funding options