Process Automation for Family Offices
True process automation starts by eliminating the endless cycle of chasing clients for paperwork. Streamline your family office's most critical workflows with automated document collection.
Request a Demo →Why Family Offices Automate Document Collection
Our platform is built to handle the complexity and high-security demands of family office operations. Focus on client relationships, not document logistics.
AI-Powered Document Analysis & Validation
Our AI analyzes every document for authenticity, expiration, and completeness against your requirements. Reduce compliance risks and manual review time for KYC and investor accreditation files.
Automated & Professional Client Follow-Up
The system automatically sends polite, persistent reminders to your end-clients via email or WhatsApp for outstanding documents. Maintain a professional client experience without manual chasing.
Real-Time Status Tracking & Notifications
Gain complete visibility with a central dashboard that tracks each end-client's overall status and individual document progress. Receive instant notifications when a status changes.