Appway Client Onboarding for Asset Management from Appway

Specialized onboarding solution for fund managers that includes investor classification, digital KYC verification, AML screening, document collection, and regulatory compliance. Features workflow automation, digital signatures, and a unified client view for relationship managers.

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Client Onboarding Systems for Client Relationship Management

Digital platforms that streamline the client intake process, including document collection, due diligence, suitability assessment, and account setup while ensuring regulatory compliance.
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