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Technology Tools & Support

A complete, connected ecosystem where data flows seamlessly across all apps

Digital Onboarding both in bulk and individual clients with digital tracking

Automated creation of client IPS’ from KYC data – one at a time or in bulk

Customized CRM (Salesforce) with integrated client communications (email, phone, document sharing, and video conferencing)

Dedicated IT Support managing hardware, cyber security, backup recovery

Digital tools for managing live seminar/event ticketing and hosting online webinars

A complete, connected ecosystem where data flows seamlessly across all apps

Digital Onboarding both in bulk and individual clients with digital tracking

Automated creation of client IPS’ from KYC data – one at a time or in bulk

Customized CRM (Salesforce) with integrated client communications (email, phone, document sharing, and video conferencing)

Dedicated IT Support managing hardware, cyber security, backup recovery

Digital tools for managing live seminar/event ticketing and hosting online webinars

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