A live service
We offer the flexibility to manage and customize your client onboarding workflow rules to cover suitability and risk requirements. Increase conversions and ensure you’re remaining compliant with regulations and maintaining your brand’s look and feel.
We are constantly updating, improving and developing our API. This means that all modules, including the client onboarding module, continue to improve over time. New features and functionality are made available on an ongoing basis and our connectivity is built to account for any change in requirements from our customers. We are constantly reinvesting our learnings back into our platform, ensuring that you get the maximum benefit from our continuously improving infrastructure.