Stop chasing clients for account statements and ID documents.

Send a checklist for KYC documents, account statements, and beneficiary forms. Clients upload without creating an account. You see who's done and who needs a nudge.

The problem

• —Client onboarding stalled waiting on ID verification and account statements
• —Compliance documents scattered across email threads with no audit trail
• —No easy way to see which clients still owe required paperwork

What you'll use it for

• ✓New client onboarding (KYC, ID verification, account statements)
• ✓Annual review document collection
• ✓Beneficiary and estate planning document requests