Say goodbye to the hassle of onboarding with Privé's automated client onboarding process. Our secure and fast solution brings down onboarding time, freeing up both clients and advisors to focus on advice and uncovering needs, rather than tedious paperwork. 

Our scalable solution integrates seamlessly with other Privé modules, including risk profiling and portfolio management, for an end-to-end wealth management experience. With our digital risk profiling questionnaires, enhance your KYC procedure and integrate risk checks into the Privé system. Customize questions and risk scoring methodology to ensure the best fit for your unique needs. Stay up-to-date with real-time results and analysis, receive alerts whenever an end-client updates their risk profile, and easily track the risk profiles of all your clients.