A secure and modern platform to give your clients best-in-market tools to manage their relationship with you. A secured and shared resource where you can communicate any time, from any device, while offering your clients a holistic view of their financial information and the value you’re adding.
Remove friction and accelerate client onboarding while guaranteeing compliance across jurisdictions. Transform onboarding from a cost centre to a source of revenue by improving efficiency, automating activities to reduce operational risks, and eliminating unnecessary touchpoints by leveraging data-driven compliance.
Modern web-based portals and mobile applications to allow your clients to make the most of your services. Message clients securely, provide your clients with a holistic financial overview, and securely deal on markets and execute cash movements online.
Allow clients to link and view their accounts held at other financial institutions through your white-labeled client portal. Improve client retention and give your advisors the ability to provide holistic advice to your clients to maximise their outcomes. Reduce risk and make better decisions based on open banking data to improve fact finds and credit risk management.