4MS

Fund accounts faster. Complete the entire client onboarding process in hours, not days.

Input data once and use it everywhere, pre-populating fields across the application.

“4ms enables an advisor’s book of business to transition in days vs weeks.”

David Wilson, Senior Vice-President, Operations,
Wellington-Altus Private Wealth Inc.

Want to learn how 4ms can help your firm fund accounts faster?

View, search & filter information on account openings and KYC updates in progress.

Capture data to use everywhere; enabling form pre-population.

Pre-populated electronic versions of paper/physical forms provided by the wealth firm or custodian.

Accelerate transitions by validating, verifying & auto-correcting data.

Reduce errors in account opening with the custodian, by verifying & validating data fields like SIN and postal code address.

Streamline the account approval process with a consolidated account opening screen, flagging any areas of concern on one-page.

Digitally transmit account opening data elements, using the Client Custodial File format for straight-through processing.

We prioritize technology that adds value to our partners and clients, and Four Eyes delivers.

David Wilson, Senior Vice-President, Operations,
Wellington-Altus Private Wealth Inc.