An onboarding efficiency and compliance tool that claims to minimize and manage compliance risks.  Document reading abilities and visualization of a clients asset position.  A survey response was not received during the assessment process.

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End User Wealth management firms and advisers requiring compliance with KYC requirements
Advice Process Steps Assessment
Benefits Compliance benefits for KYC
Cost per user per annum Unknown
Time saving per client Assessed at less than 1 hour
Cost saving per client Assessed at under $1000
Integration Unknown
Website embedding Unknown
White labelled Unknown
System prerequisite Internet
Single sign on Unknown
Data storage Unknown
Privacy standards Not disclosed
Limits on use No
Disaster recovery and business continuity plans Not disclosed
AFSL approval Not disclosed