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.
The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.
Connect with B4Finance
Thanks for connecting with B4Finance
We will inform B4Finance of your interest and request that they connect with you.