V2.0 Client onboarding journey

  • Having one data entry point means you won’t need to type your client’s details in more than once.
  • All essential documents and key literature items for onboarding clients are now available in one place.
  • Fund-specific illustrations and pre-sale costs and charges disclosures are produced as part of the process.
  • The new onboarding dashboard improves efficiency, making it easy to find and resume paused applications.
  • The ability to save applications at any point in the process ensures no client data is lost.
 

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