The Platform for Your Distributors
A Dedicated portal to allow your Distributors to collect and share end-investor data.
Easy to Implement
Secure Data sharing
Our solution is designed to be quickly functional and can be customized to better serve your specific needs.
Dedicated portal for each Distributor, allowing secure data collection of end-investors and dissemination of data to Asset Managers and Insurance Companies.
Flexible package price depending on the number and type of licenses needed.
Our solution insures continued regulatory compliance so that you can focus on your client relationship.
How it works
Secure Data collection & exchange
Manage and share own KYD documents, as well as collect onboarding documents from investors and disseminate the data to Financial Institutions. Unique dashboard for a complete view of end-investor pipeline and KYC status.
Build-in regulatory rules
Allow automatic determination of required onboarding and KYC documents per investor type (individual, corporate, trust etc.).