Multi-Custodial Client Onboarding Module
Amplify’s Multi-Custodial Client Onboarding Module goes beyond current account opening tools at TAMPs, paperwork generation of Agreement Express, or prospect risk scoring with Riskalyze. It manages the entire workflow—from gathering a client’s suitability and risk tolerance, to generating appropriate documentation for the custodian and the advisory firm—and securely tracks and delivers a single e-signing process conforming to the strict requirements of each custodian. It allows for interactive messaging between operations and compliance to ensure accuracy of data entered, tracking every change at the field level. Whether opening a single account or transitioning a team of advisors with thousands of accounts, the onboarding workflow keeps advisors, executives, and operations staff fully apprised of progress at all times.