Guided client portal
Invite clients and related parties into a secure, mobile-friendly flow with clear next steps.
Platform overview
One operating system for every new client.
Coordinate the client, the entities, the evidence, the checks and the reviewer from one connected workspace.
Individual verification
Collect identity details and documents while tracking verification status for every person.
Entity onboarding
Support individuals, joint accounts, companies, trusts and SMSFs through tailored structures.
Ownership mapping
Connect directors, trustees, beneficial owners and corporate owners into one navigable record.
Document workflow
Keep trust deeds, company extracts and supporting documents attached to the right matter and entity.
Verification workspace
Bring identity, address, AML, ASIC and document outcomes together for structured review.
Built for the whole team
A simple client journey. A powerful operations layer.
Clients only see the steps relevant to them. Your operations team sees the complete matter, progress, checks, documents and exceptions.
Coordinate every participant
See what is complete and what is blocking
Keep evidence attached to the decision
Retain human review and approval
A clearer way to onboard
Replace the onboarding patchwork.
Bring every new client onto one consistent workflow, with individual checks starting from $5.