Tools

We constantly invest in the technology that securely gives our clients the information they need when and where they need it. We have the right tools developed in-house or by our leading partners to meet the needs of our evolving client base and offer the necessary support.

The Digital Onboarding Portal is our smart digital solution that we offer our network of independent Wealth Managers. It is a futureproof service, achieving a better customer experience form the beginning of the relationship. It ensures:

  • A fast and flexible way of onboarding clients
  • Quality of data
  • Data security
  • Increasing operational efficiency

We streamline administrative tasks and avoid re-work in a digital environment within the different stages of the onboarding process:

  • Client identification
  • Account set-up
  • Documents and certificates
  • Signing contract
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