THE PROBLEM

Advisors have to interact with multiple agencies to fulfil Know-Your-Customer norms and deal with multiple forms leading to delays and poor client experience.

SOLUTION

We automate account opening end to end

Benefit form an end to end solution that opens an investment advisory account and fetches real time client profile information automating data entry.

Digital Onboarding & Multi - Asset Multi-Account Opening
01

Profile and Know Your Customer automation

Capture Customer profile details (KYC) with automated integrations. Link customer profile with family members and capture risk profile in a regulation compliant manner

02

Link depository accounts and bank accounts for investments and fee payments

Add bank accounts, Add demat accounts, link to preferred products. eSign Agreements and ‘Investment Plans’. Auto collect fees with billing mandates. Create Mandates for mutual fund investments.

Multi-Asset Investment Execution Integration
Portfolio Tracking Across Platforms
03

Supports several mutual funds and depository providers

System integrates with more than 40 Asset Management Companies, and 14 demat account operators.