Solution introduction
A robust document platform allowing you to generate contracts for sophisticated clients in seconds in one unified workspace
Make the contracting process seamless and frictionless. Determine the risk appetite and tolerance of investors before recommending specific strategies and products
Key Features
- Customizable Risk Profiling - Determine each client’s risk preference and investment goals and create a risk profile matched to specific asset diversification strategies.
- Seamless User Experience - Communicate with high-net-worth individuals, families, and companies in a variety of ways (tablets, onsite signatures), providing support in their engagement.
- Sign Contracts Digitally - Collect signatures online quickly and securely and enhance the overall experience for everyone involved.
