Solution introduction
Reduce the burden of your operations department whilst upholding the highest standard in compliance. Our digital modules create time and cost-efficient workflows, tailored for your organisation
Products
- Fee management & commissioning
This module aggregates all transactions and automatically caluclates fees & commissions at the counterparty, advisor and client level. - Workflows
As business and regulation becomes more complex, it pays to have defined processes in place. Let Prive Managers give you the tools to streamline, control and monitor your business. - Digital onboarding
A digital account opening tool that is faster, more efficient and compliant to regulatory requirements. Reduce paperwork and use automated processes to perform KYC checks & verification. - Text-to-speech (TTS)
Out text-to-speech system automates and digitises the risk disclosure processes for you.
