Solution introduction
Paperwork, manual processes, filling questionnaires, validating client data, complying with KYC regulations and beyond; do these sound familiar to you?
Investor OnBoarding provides investment firms the ability to digitally manage the client onboarding processes, addressing their clients’ regulatory and risk requirements, resulting in optimized client services offered, increased operational efficiency, unified client information as well as their risk profile. Key features:
- Contact information (KYC, CIP)
- Appropriateness questionnaire
- Investment suitability assessment
- Client risk profiling & risk rating
- Client investment/model portfolio matching
Investor OnBoarding is finely tuned to work with Advent Portfolio Exchange (APX).
