Process Automation for Robo-Advisors
True process automation for your robo-advisory firm starts by eliminating the biggest bottleneck: manually collecting and verifying client documents for onboarding and compliance.
Request a Demo →Why Robo-Advisors Automate Client Document Collection
Our platform is built to handle the specific document collection challenges in financial services, ensuring a faster, more secure onboarding experience for your clients.
AI-Powered Document Validation
Our AI automatically analyzes client documents for authenticity, expiration, and completeness, ensuring you meet compliance requirements without manual review.
Automated Client Follow-Up
Eliminate manual chasing. Our system automatically sends reminders via email and WhatsApp to end-clients, notifying them exactly what is still needed to complete their profile.
Real-Time Onboarding Status Tracking
Gain complete visibility into every client's onboarding journey. Track the status of each required document and identify bottlenecks instantly through a central dashboard.