Skip to main content
icebrgicebrg

Client relationship
management

Client onboarding

  • Embedded prospective client pipeline builder
  • Easy-to-use interface with drag & drop functionality for highly intuitive client onboarding
  • KYC/AML verifications: one-off and recurring verification of identities and bank accounts
  • Client or relationship manager driven onboarding
  • Integrated digital signature tool

Investor Personality Assessment

  • Precise and reliable client profiling based on proprietary algorithms and behavioural finance analysis
  • Configurations of risk questionnaires for bespoke settings
  • Client risk profiling
  • Retail/professional client classification tool

Client account management

  • Single source of truth storage of personal data, account information and tax details
  • Automated reminders system to keep your client information and documents up-to-date
  • Instant access and fast modification of clients' profiles

Compliance

  • Internal compliance suite for efficient and fast client onboarding
  • Investment products risk grading linked to client risk profiles for fully integrated investment solutions

Document management

  • Storage of digital signatures, auto-generation of contracts and repositories for client documents
  • Client information and documents are conveniently stored under the integrated shared drive

Alert & notification system

Investments-related, CRM/Compliance-related and Operations-related

Ergonomic messenger platform

Central interface for IM-Client and IM-Compliance communication