When creating accounts, investors can select different account types including Individual, Corporate, Trust, and Joint to accommodate both retail and institutional investors.
DealFlow Accounts will intelligently update form fields and tax documentation accordingly, making the onboarding process intuitive and highly automated for investors.
Digital KYC tools enable investors to instantly navigate identity and verification processes while meeting stringent compliance regulations.
Investors receive an invitation automatically to complete KYC renewals in alignment with compliance policies.
Intuitive smart forms simplify the investor onboarding process and result in error-free documentation.
Investors receive a unique package of documents auto-populated with their details for electronic signature, ensuring the relationship with investors starts well.
Real-time dashboards that illustrate investors' progress through the opening process ensure new account teams can monitor investor onboarding.
This visibility enables teams to follow investor accreditation progress and expedite reviews and approvals.
Configurable Forms
Multi-Level Approvals
Secure Document Distribution
E-Signing Solution
Mobile first Interface
Cloud-Based