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 and lifecycle management. Distribute account documentation and collect Know Your Client (KYC), Anti-money Laundering (AML) material, and e-signatures.