Digital onboarding that saves time for both the client and the advisor.
Structured, secure, and compliant with EU regulations.
Our client portal simplifies the entire onboarding process.
From identification and completing the investment questionnaire to contract signing and bank integration – everything is digital, free of unnecessary paperwork, and fully compliant with regulatory requirements.
Key features:
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Intuitive document upload: Clients can easily upload their ID, onboarding questionnaire, and other documents – clearly and securely.
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Automated investment questionnaire: An online form evaluates the client’s investment experience, goals, and risk tolerance. The result is a clear and understandable risk profile.
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AML compliance: Client identification, determination of the business relationship’s purpose, PEP screening, and source of funds verification – all fully integrated into the portal.
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Integration with client account and bank: Data and documents are automatically linked to the client’s profile. Optional integration with the client’s bank via API is also available.
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Electronic signature and GDPR consent: Documents are signed online, including consent to the processing of personal data in accordance with European regulations.
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Complete audit trail and archiving: Records of all actions and signed documents are securely archived in compliance with regulatory requirements.
Why it works?
We simplify a complex process into just a few clicks. Clients don’t have to deal with paperwork or search through emails – everything is in one place.
At the same time, you can be confident that everything was done correctly and in full compliance
with regulatory requirements.
Want to see how client onboarding could work for you?
All it takes is a short meeting. We'll show you a real-life example.
