Solution introduction

Bundle fields for data collection generate individual documents

Reduce time to collect and maintain data

How many documents do you manage? Internal documents, contracts, documents of partner organizations (custodians, insurer, …) can be organised in more efficient way.

Data is collected once and all relevant documents are generated and data is securely stored in the right place. MIFID, GDPR, ....  no worries, your collection and security procedures are fully documented and data can be retrieved easily. Take advantage of automatic completeness checks, let intelligent algorithms guide you through the collection process. Combined with the e-signature services offer your client a 100% digital journey.

Our Document Marketplace for external asset managers and custodians increases the value added for the client and reduces costs significantly. We digitize the documents of each marketplace participant, bundle the data collection and document generation and guarantee a secure handling.
 

Subscribe to our newsletters

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.