Wealth Management · Wealth · Mini-app

KYC & Client Onboarding

Onboard a family office in a single afternoon.

Collect documents, screen against sanctions and PEP lists, and produce a suitability narrative that operations can actually file.

Avg onboarding time

3.4 days

Auto-cleared screens

92%

Households onboarded

1,184

What it does

Drag a packet in — the right documents are extracted, the missing ones are requested by email.

Sanctions, PEP, and adverse-media screening, with full citation trail.

A draft narrative shaped by your firm's house style, ready for RM sign-off.

Fill in 3 inputs — output lands in your Artefacts in under a minute.