Accelerate the investment process through smart compliance
A suite of digital solutions for AML/KYC and fundraising offering a streamlined investment journey, today.
Onboardings Completed
Raised through our platform
Users
Discover our one-stop shop that makes your processes quick, frictionless and compliant.
Efficient AML/KYC onboarding due diligence and automated perpetual monitoring.
Provide distributors with real-time portfolio data while keeping them updated about your business and financial offerings.
Streamline your fundraising process and offer a seamless investor experience, enabling a clear and trackable communication with all parties.
Monitoring investment performance and key metrics through a mobile app that allows investors to update data.
Determine the risk tolerance and investment goals of clients and save them time and money with digital contracting.
We offer the best set up experience on the market. Our objective is for you to capitalize on our expertise and to start improving your processes today.
We are happy with B4 solutions. Since our first fundraising we have developed a real partnership with B4Finance. Second fund has started in 2022 with bigger objectives!
Partnering with B4Finance helped us simplify a mandatory duty as the AML/KYC process by its digitalization. The API of Factiva Dow Jones is “a must” as well as the automated risk scoring.
We digitally reviewed the KYC information of 13.000 end clients through B4Finance platform, used by 1.100 Financial Advisors for this occasion. The objective of KYC update has been achieved in 12 months.
Thanks to B4Finance solutions, I get alerted when I have KYC / AML controls to perform. Reporting to my regulator has been much easier thanks to the global risk overview. We subscribed to their all-in-one offer with the best prices for screening data.
Thanks to B4 Diligence and B4 Fundraising modules, we digitised daily tasks regarding online subscription to our funds. We appreciate the tool’s capability to plug through API to our internal softwares.
