Process Automation for Wealth Management Firms
True process automation begins by eliminating manual paperwork. Stop chasing clients for KYC and financial statements with our automated document collection platform.
Request a Demo →Why Wealth Management Teams Automate Document Collection
Our platform is built to handle the unique compliance and document-heavy workflows of wealth management, from initial client onboarding to ongoing portfolio reviews.
Secure & Compliant Document Handling
Ensure client data is protected and meet regulatory requirements with a platform designed for secure and compliant handling of sensitive financial documents.
AI-Powered Document Validation
Use AI to automatically analyze and validate client documents for authenticity, expiration, and completeness, accelerating KYC and AML checks.
Automated Client Follow-Up
Improve the client onboarding experience and save your team hours by automatically sending reminders to end-clients for outstanding documents via email and WhatsApp.