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Account Management

The easiest way to manage Client Data

Our solution can help organize client documents and sensitive information, ensuring compliance with relevant regulations and keeping track of client requests.



Streamlined  Know-Your-Client (KYC) process


Store Client Docs


Dedicated access to client information management system

Client Requests

Control Client Request workflow

How it works?

Add Client Documents

Upload client documents to their account, download them when necessary. All documents stored on AWS.

Transfer client requests

Manage client requests directly from the account page and assign it to the responsible manager with real-time

Elevate Your Investment Story Today

Turn your vision into reality with investment capabilities tailored to the way you work