WealthXcel Onboard.

Automated digital client onboarding.

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PUTTING PEN TO PAPER.

Challenges of onboarding.

Onboarding is a complex process to identify and verify potential customers. Done wrong, it is a frustrating, time consuming and messy process - which causes friction between you and the client.

Traditionally, verifying people's identity has been a mix of processes - blending paper, face-to-face and computer based data capture.

With potentially hundreds of fields to capture for each client, involving multiple departments, the regulatory compliance and commercial risks to your business are high.

Bringing it together.

Our solution.

Done right, onboarding can be simple, seamless and short – significantly reducing regulatory and compliance risk.

WealthXcel Onboard is the solution of choice for digitising client onboarding. We understand the challenges you face in creating a modern digital client-facing journey, and we can work with you to tailor our sophisticated onboarding process to meet your individual needs.

Turn your paper processes into one single efficient digital workflow, allowing your clients to onboard with ease. With no legacy technology, WealthXcel Onboard is the multi-layered onboarding product for regulated businesses.

Delivering Success.

WealthXcel Onboard attributes.

Single Sign On.

Manage users from a single, central directory. Separate privileges with role-based access control.

Intergrations.

Data portability to pull out and push data into your core application.

Automatic monitoring.

All information can be automatically monitored and flagged. A detailed audit log provides a trail of account activity.

Features

Actionable analytics for your business.

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One workflow.

Opportunities of digital onboarding.

  • Reduce the cost and duration of onboarding.

  • Enforce compliance and regulatory risk management.

  • Simplify data capture and reduce data errors.

  • Ensure an exhaustive client data-capture.

  • Increase completion of onboarding by prospective customers.

  • Improve customer experience.

Intergrations

Integrated with tools you already know and love.

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With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

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With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

Learn More

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With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

Learn More

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With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

Learn More
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faqs

Frequently Asked Questions.

Have questions? We’ve answers. If you can’t find what we are
looking for, feel free to get in touch.

See what WealthXcel can do for you.