The new client relationship is digital

Onboarding and Mobile Portal remain key components of a "good" digital client relationshipLearn more


  • Onboarding is your new client’s first experience of your organisation; make it a positive event
  • A first stepping stone to full ‘Client Lifecycle Management’
  • Get to know your client better with flexible profiling including risk appetite, capacity for loss and possibly even ethical investing
  • Create compliance by defining processes, and the automation of KYC and AML
  • Improve transparency with workflow status and a full audit trail
  • Increase efficiency through the digital capture and dissemination of client data, either as an investment / relationship manager assisted action or self service
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Client Portal

  • A reason for clients to choose you as their wealth manager / advisor
  • Increase your clients’ interaction with their wealth, and therefore with you, by putting it at their fingertips
  • Put ‘any time, any place, any device’ central to your business strategy, for both your clients and your wealth / relationship managers
  • Facilitate client self-service, or assisted service
  • Do more with less - improve your clients’ experience whilst reducing client servicing costs
  • Centralise all client data to provide accurate targeting for future sales / marketing campaigns
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