Process Automation for Asset Management Firms
True process automation begins by solving the most time-consuming step: collecting and validating client documents. Stop chasing paperwork and start streamlining your core asset management workflows.
Request a Demo →Why Top Asset Management Teams Use Automated Document Collection
Our platform is specifically designed to handle the high-stakes compliance and security challenges of collecting sensitive documents for client onboarding and account management.
AI-Powered Document Validation
Our AI analyzes client documents for authenticity, expiration, and completeness against your requirements, helping you meet strict compliance standards effortlessly.
Automated Follow-Up and Reminders
Save your team hours of manual work. The system automatically sends reminders to end-clients via email and WhatsApp for any outstanding documents.
Real-Time Status Tracking
Gain complete visibility with a central dashboard that tracks the overall status of each end-client and every individual document required for your process.