Set single and multi-factor auth and client permissions.
Onboarding and KYC
Encrypted client onboarding, plus KYC/AML integrations.
Create and manage client accounts & held away accounts.
Manage securities, investment models, portfolios and goals.
Store and encrypt sensitive client or firm documents.
Create and track single and bulk orders for trade execution.
Configure decision trees and client questionnaires.
Business data on customers, invoices, financial statements.