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.
ENVELOPE STATUS DASHBOARD
View, search & filter information on account openings and KYC updates in progress.
DYNAMIC SURVEY ENGINE
Capture data to use everywhere; enabling form pre-population.
Pre-populated electronic versions of paper/physical forms provided by the wealth firm or custodian.
REPAPER CLIENTS IN BULK
Accelerate transitions by validating, verifying & auto-correcting data.
FORM VERIFICATION & VALIDATION
Reduce errors in account opening with the custodian, by verifying & validating data fields like SIN and postal code address.
INTELLIGENT SUPERVISOR APPROVAL
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.