IFA & wealth management onboarding
Simplify and accelerate the labour-intensive, time-consuming process of client onboarding and ensure regulatory compliance with the help of multiple features built into a single, fully integrated solution.
From application form completion, to KYC compliance, including ID authentication, AML screening, and Suitability Check requirements our end-to-end onboarding solution offers tailored approaches for the needs of both private retail clients and corporate clients.
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Wealth management digitalisation
In addition to tools that simplify and streamline client onboarding and ID verification, we offer an end-to-end digitalised wealth management solution that includes comprehensive goal-based planning and account servicing capabilities.
Based around a customisable profiling questionnaire and goal-based financial planning, our planning module is designed to expertly assess a client’s appetite for financial risk and evaluate their expectations for return. It also adopts a gamification approach to support investment e-learning for clients.
This module has the ability to model, create and manage client-tailored portfolios based on the aggregation and interrogation of multiple data sources. Capabilities include the generation of proposals with suggested investment choices, dealing and account administration.
Our solution offers 360-degree client support, which includes automated portfolio rebalancing, goal tracking, portfolio visualisation, and corrective action advice. Smart workflows enable performance monitoring, analytics and reporting while providing a full audit trail – and the solution offers full interoperability and ease of integration with CRM applications and other business systems.