Client priorities have changed! Today, they need more accessible, superior & digitally-enabled uninterrupted services. For portfolio & wealth managers, the fast-evolving digital needs of their clients have become a major source of competitive advantage to achieve higher margins and market share.
iStart 3.0 is an enterprise-grade client KYC onboarding software solution developed for portfolio & wealth management services. It provides faster and smoother client onboarding experience by digitizing the complex portfolio account opening & KYC identity verification workflows.
With built-in eKYC, VKYC & CKYC API Integration solutions, iStart 3.0 provides fully compliant & risk-free KYC onboarding process for portfolio & Wealth management services.
Powered by advanced technologies !
Smart API connectivity with all KYC regulators !
Meets all regulatory compliance guidelines !
Built for Portfolio & Wealth Managers !
With KRA integration solutions, our platform enables one-time KYC verification with all SEBI regulated entities during client portfolio account opening.
Aadhaar enabled paperless EKYC API integration solutions to verify the proof of identity (POI) & proof of address (POA) of clients through secure data vault system.
Validating & onboarding every new customer manually is a costly, paper-heavy & time-consuming process. To transform this inefficient workflow, we have developed four step digital client KYC onboarding solution for investment management advisors to reduce complexity and increase revenue performance.
Paperless & contactless remote onboarding
Quick & frictionless KYC verification
Intelligent client identity & validation system
Seamless user navigation & personalization
Risk-free portfolio data management system
Reduced operational & compliance cost
Enhanced due diligence with KYC compliance
Zero complexity in new portfolio account opening