Minimise client onboarding and support friction with a secure client portal.

Client onboarding can be a resource-hungry process, for retail and professional investors alike. Moreover, email is hardly the best medium for secure multi-step processes.

Invessed simplifies the process with secure messaging centres and document libraries for client onboarding. Distribute account documentation and collect Know Your Client (KYC), Anti-money Laundering (AML) material, and e-signatures.

 

Get started

Onboarding and client lifecycle management
Icon Client

Client onboarding and KYC/AML checks

  • Simplify client onboarding with tick lists, flexible sign-up forms, and secure document exchange.
  • Use the Messaging service and Data rooms to coordinate between diverse parties and steps. 
  • Comply with Know Your Customer (KYC) and Anti-Money Laundering (ALM) regulations directly via the portal.
Icon Portfolio

Manage the entire client lifecycle, and drive referrals

  • Create custom web forms for account management, trade requests and support enquiries.
  • Sync directly with CRM or another system, to ensure data integrity on your Single Source of Truth. 
  • Enable advisors to drive conversation, collect feedback and encourage referrals.
Icon Email

Regulatory compliance, legal tools and e-signatures

  • Ensure consent for Terms and Conditions is collected on a regular and organised way.
  • Consent management for Privacy, GDPR and other regulation on a central repository.
  • Drive e-signatures via DocuSign or another provider, for efficient contract management.

Quote icon

Great news! The automated KYC tool has significantly reduced the drop-off rate during onboarding.

UK Wealth Manager, £3bn AuM

 

Get started

Invessed wealth apps