Our Onboarding tools are designed to enhance client engagement as well as solve many pain points both you and your client experience when securely communicating and sharing information with each other.
Securely communicate and share information with your clients using your very own secure Client Portal.
Allow potential clients to onboard themselves by registering for a secure Portal account.
Use a digital Fact Find to accurately collect client information remotely via the secure Client Portal.
Add your own questions and really tailor the Dynamic Fact Find to you and your company.
Instantly share documents with your clients via the secure Client Portal, and vice versa.
Allow clients to digitally sign or accept documents via the secure Client Portal, such as your fee agreement.
Replace insecure communication methods by safely sending messages to your clients via the Client Portal.
Perform a quick and easy AML check via CashCalc using our integration with Credas.
Automatically generate and pre-populate Letters of Authority at the click of a button.
Securely provide your clients with links to other websites, such as a link to your ATR questionnaire.
Automatically share your Disclosure Documents with clients as soon as they create a secure Portal account.