Client relationship
management
Client onboarding
Embedded prospective client pipeline builder
Easy-to-use interface with drag & drop functionality for highly intuitive client onboarding
KYC/AML verifications: one-off and recurring verification of identities and bank accounts
Client agreements generator
Integrated digital signature tool
Investor Personality Assessment
Precise and reliable client profiling based on proprietary algorithms and behavioural finance analysis
Configurations of risk questionnaires for bespoke settings
Client suitability assessment
Retail/professional client classification
Client account management
Single source of truth storage of personal data, account information and tax details
Automated reminders system to keep your client information and documents up-to-date
Instant access and fast modification of clients’ profiles
Compliance
Internal compliance suite for efficient and fast client onboarding
Investment products risk grading linked to client risk profiles for fully integrated investment solutions
Document management
Storage of digital signatures, auto-generation of contracts and repositories for client documents
Client information and documents are conveniently stored under the integrated shared drive
Alert & notification system
Investments-related, CRM/Compliance-related and Operations-related
Ergonomic messenger platform
Central interface for IM-Client and IM-Compliance communication
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