Open accounts in minutes, not days.
A digital account-opening flow that takes a client from first application to a funded, trade-ready account, with verification and compliance checks built into the path.
What it covers
Everything between a prospect filling in a form and a client placing an order.
Digital applications
Guided forms for individuals and non-individuals, saved as the applicant goes and resumable on any device.
Identity verification
eKYC against the registries and databases your jurisdiction requires, with liveness and document checks.
Document capture
Upload, photograph or e-sign the documents each account type needs, validated on submission.
Risk & compliance screening
Sanctions, PEP and watchlist screening with a clear queue for anything that needs a human decision.
Account activation
Approved applicants are provisioned in the trading and back office systems with no re-keying.
Status tracking
Every application shows where it is, what it is waiting on and who owns the next step.
From application to first trade
Three stages, most of them automatic.
Apply
The client completes a guided application and uploads what is required for their account type.
Verify
Identity, documents and screening run automatically. Only exceptions reach your team.
Activate
On approval the account is created across systems and the client can fund it and trade.
Built for everyone who touches an application
One flow, three points of view.
For clients
- Finish on a phone in one sitting
- Nothing already answered elsewhere is asked again
- Clear status and next step
For your team
- A single queue of applications
- Exceptions flagged, not buried
- No re-keying into other systems
For compliance
- Screening evidence held with each record
- Full audit trail of every decision
- Rules configured to your jurisdiction
Runs on its own. Better with the rest.
Deploy onboarding alongside your existing systems, or connect it to the wider stack and share one client record end to end.
CRM
Leads, conversations and client servicing in one desk.
Trading Platform
Order entry and positions across web, mobile and desktop.
Wealth Management System
Portfolios, advice and consolidated reporting.
Back Office Solutions
Post-trade processing, reconciliation and reporting.
Managed Services
Infrastructure, monitoring and support, run for you.
Show us how you open accounts today.
We will map your current flow, the checks you have to run and where a digital path would take the time out.
Talk to our team