Solution introduction
A full lifecycle experience
A fully digitalized client and investor lifecycle experience for service providers, transforming manual compliance processes into user-friendly, automated end-to-end workflows
Key Features
- Multi-Level Overview - A dashboard to quickly access status updates and monitor onboardings, take corrective action where needed, and move the process forward.
- Workflow Management - Manage multiple clients and workflows across jurisdictions through a single, centralized platform.
- Multi-Jurisdictional Regulatory Management - Review investors across multiple jurisdictions against our daily updated database of sanctions, PEP lists and adverse media data.
