Avoka

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.

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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