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Digitise The Investment Process

Digital solutions for the Investment Management Industry

B4Finance offers an expert and complete system for the Investment Management Industry, to manage investor relations 100% digitally, from the initial contact to the signing of the contract or online subscription, integrating all the directives and standards of the European regulators.

Begin the #digital transformation of your KYC processes, improve performance and reduce #risk

B4Finance Solutions

DMS 34

How it works Working space set-up Customize your workspace with a fully configurable platform that lets you control the document structure, security, permissions, and notification settings. Upload Access your working space through your browser from any desktop or mobile device without the hassle of additional software or plugins. Our proprietary technology automatically formats your......

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KYC 34

How it works Client onboarding and KYC Expedite customer on-boarding procedure by easily acquiring information during the account opening process , with smart forms generation based system. KYC and annual reviews get automated while the lifecycle of your client gets streamlined from on-boarding to suitability. Watch list screening Screens names of individuals and entities against sanctions, PEP, and......

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UBO 34

How it works Create relationship tree Draw an ownership diagram that reflects the ownership and relationship structure of a particular customer. The types of relationships supported by the platform are: ownership, professional (executive manager, board member etc.) and personal (wife, husband, cousin etc.). Perform due diligence Screenings and risk scoring performed automatically for beneficial......

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