Data Collection

Clients

Distributors

Assets

Service Providers

General Partners

Centralise KYC information about the different counterparts you deal with, in a unique platform.

For each counterpart, customise your forms and document lists, and drastically reduce your KYC time KPIs.

Our specifically designed distributor platform used by more than 1.500 financial advisors helps you set up a retail acquisition process in 10 days.

Benefits

Fast onboarding track

5 minutes

Increase client's experience

No back and forward

Improved image

White-label interface

Collect Info

DATA COLLECTION

Collect the KYC data in a state of the art white-label interface designed for the investment industry. We manage direct and intermediated relationships.

Approve

DUE DILIGENCE

Customisable risk scorings assist you in the Due Diligence. The alert system helps you performing the ongoing due diligence.
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Sign

CONTRATCS

Your contracts are generated in seconds, you can send them for e-signature.
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