Privé's Onboarding module delivers a complete digital journey—from initial client capture to full account activation. The flow includes configurable steps for risk profiling, investment preferences, KYC, and AML, all designed to match your regulatory and operational requirements. The experience is seamless for both advisors and clients, with intuitive forms, smart validations, and automated document checks. Whether onboarding retail, affluent, or private banking clients, the platform adapts to different workflows, jurisdictions, and user roles. Integrated directly with downstream modules like portfolio construction and proposal generation, onboarding isn’t just a formality—it becomes the launchpad for personalized, compliant, and scalable client engagement.

Features

• End-to-end digital onboarding process.
• Configurable steps for:
  • Risk profiling
  • Investment preferences
  • Know Your Customer (KYC)
  • Anti-Money Laundering (AML)
• Intuitive user interface for clients and advisors.
• Smart validations and automated document checks.
• Adaptable workflows for different client segments and jurisdictions.
• Seamless integration with portfolio construction and proposal generation modules.

Benefits

• Accelerates client onboarding with a streamlined digital experience.
• Ensures regulatory compliance across jurisdictions.
• Enhances client satisfaction with intuitive and personalized onboarding.
• Reduces operational burden through automation and smart validations.
• Enables scalable onboarding for retail, affluent, and private banking clients.
• Serves as a foundation for deeper client engagement and portfolio personalization.