5 St Andrews Place, Charing Cross, St Helier, JE2 3RP, Jersey
Simplified customer ID verification for regulated & supervised businesses
Tiller Technologies is an award-winning company based in Jersey that specialises in digital solutions for supervised and/or regulated businesses, such as financial advisers and banks, to provide digital services to their clients. The company has a team of product specialists, software engineers, compliance experts, and entrepreneurs with over 30 years of experience in capital markets. Tiller Technologies offers a range of services including remote identity verification, ID document capture, global address lookup and verification, real-time PEP and sanctions checks, bank account checks and verification, and data monitoring. Our unique value proposition is the 'Connect' suite, a comprehensive wealth management solution that offers automated onboarding, attitude-to-risk assessment, product selection, and reporting while maintaining high compliance standards.
Bringing it all together. What is Connect? WealthXcel Connect is a seamless series of client-facing modules that can be joined together to create best in class wealth journeys. Fully digital or blended for a hybrid approach to fit your company's needs. Shaped around you. Modular apps for wealth management. Pick and choose 'Connect' modules to......
Manage portfolios better. What is WealthXcel Construct? WealthXcel Construct is suite of portfolio management tools specifically designed to automatically monitor, adjust and model investment portfolios, whilst maintaining risk suitability against a set of constraints (model, client mandate or benchmark). Construct lets you automate the monitoring of portfolio suitability for drift and facilitates the......
Challenges today of onboarding Onboarding is a complex process to identify and verify potential customers. Done wrong, it is a frustrating, time consuming and messy process – which causes friction between you and the client. Traditionally, verifying people’s identity has been a mix of processes – blending paper, face-to-face and computer-based data......