Our platform is like a Swiss army knife, designed to handle an endless variety of use cases, both customer-facing and internal. Built for the complex needs of highly regulated industries, it is user-friendly enough for non-technical users, eliminating the need for IT intervention.
Some of the most common use cases include:
• Account opening. Streamline the account setup process with automated data collection and eSignatures.
• Risk Profiling. Efficiently assess and manage client risk profiles.
• KYC Processes. Simplify the collection and processing of necessary client data to meet compliance requirements.
• Automating Client Account Documentation such as IPS, client reports, holdings and transactions lists, presentations, pitchbooks, annual reports and more.
• Advisor Onboarding. Facilitate the onboarding process for new advisors, ensuring smooth integration of their book of business.
• Client Service Requests. Automate and manage service requests, including transaction requests, changes to PII, updating client documentation, and more.
• Legally-binding Forms. Automate and digitize legally-binding forms such as W9, 1099 IPS Statements, Letters of Direction and more.