Highly acclaimed Client Manager solution for all Brokers, either well established or just starting out. Everything we do here is designed to help you identify, acquire, engage with, manage and retain more clients rapidly. We also automate tedious administrative processes and workflows so you can focus on the strategic aspects of elevating your business.
Financial services often undertake labor-intensive and costly customer onboarding processes, which can lead to high drop-out rates.
We revolutionize your client's onboarding experience by condensing months into minutes while boosting security.
Setup
Choose a template from our pre-built solutions, for both retail and institutional clients.
Verify
Integrated eKYC and AML, automated classification/suitability tests, to fulfil your compliance and regulatory requirements.
Manage
Seamlessly manage your leads and clients, with our in-built Client Manager for the financial industry.