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Digital KYC Onboarding Solutions
for Portfolio & Wealth Management Services!

Seamless digital onboarding engagements from prospecting
till portfolio account opening within minutes!

Client Onboarding Solutions!

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.

Client KYC Onboarding Application Software Solutions for Portfolio & Wealth Management
Digital Only Platform

Powered by advanced technologies !

Fully integrated with Banking Regulators
Fully Integrated

Smart API connectivity with all KYC regulators !

Compliant with KYC Guidelines

Meets all regulatory compliance guidelines !

Ready to Use
Ready to Use

Built for Portfolio & Wealth Managers !

KYC Compliance Solutions for Portfolio & Wealth Management!

CERSAI CKYC API Integration Software Solutions

KRA Integration

With KRA integration solutions, our platform enables one-time KYC verification with all SEBI regulated entities during client portfolio account opening.

Aadhaar-based EKYC Software API Integration Solution

Online EKYC Solution

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.

Video-based KYC Software Application Solution

Video KYC Solution

Branchless & contactless video onboarding (VKYC) software solution to identify and verify on-call clients using facial recognition system.

Deliver Onboarding Excellence in 4 Steps!

iStart 3.0 Digital Client Portfolio Account Opening Workflow
    • Extract: ePAN, Digi locker, ICR/OCR API integration to extract OVDs’ and pre-fill account forms.
    • Verify: Aadhaar based eKYC integration solutions to collect and verify client data.
    • Capture: Video-based KYC (VKYC) & client identification (VCIP) solutions using facial & spoof detection feature to capture client presence.
    • Validate: Data validation using Maker/Checker functionalities to classify client risk potential.

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.

Our Client Onboarding Benefits for Portfolio & Wealth Management

Paperless & contactless remote onboarding

Quick & frictionless KYC verification

Intelligent client identity & validation system

Superior Client Digital Onboarding Benefits for Portfolio and Wealth Management Services

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

Our Key Customers!

Tamilnad Mercantile Bank
citi bank
Future generali
Karur Vysya Bank

World-class Onboarding Experience!

Get in Touch with Us!

Omnichannel Digital Onboarding Application Software Solutions
iStart 3.0 simplifies client KYC onboarding for portfolio & wealth
management services aligning the business with next-gen digital
operating model.

iStart 3.0 for all your Client Onboarding needs

Customer Digital KYC Onboarding Software Solutions for Financial Services

Digital KYC Onboarding
Solutions for Financial Services

Customer Digital KYC Onboarding Software Solutions for Banks & NBFCs

Banks & Non-banking Services
KYC Onboarding Solutions

Talk to Our Experts

Schedule a free demo call with our product experts to know more about our digital client onboarding solutions for Portfolio & Wealth management services.