A digital onboarding platform, aimed primarily at large institutions, and the initial engagement piece. Avoka did not respond to the survey and the ability to access information effectively from their website is difficult.
| End User | Wealth management organisations |
| Advice Process Steps | Scope Implementation |
| Benefits | Speed and efficiency of onboarding clients |
| Cost per user per annum | $POA |
| Time saving per client | Potentially up to 3 hours |
| Cost saving per client | $500-$1000 |
| Integration | Unable to assess |
| Website embedding | Unable to assess |
| White labelled | Unable to assess |
| System prerequisite | Unable to assess |
| Single sign on | Unable to assess |
| Data storage | Unable to assess |
| Privacy standards | Not disclosed |
| Limits on use | Unable to assess |
| Disaster recovery and business continuity plans | Not disclosed |
| AFSL approval | Not disclosed |