at Financial Technnology Year
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DealCloud Onboarding & Compliance from DealCloud
Centralizes onboarding workflows for fund and investment management, manages KYC/AML, regulatory data, investor communications, document retention, and integrates with leading compliance tools.
Product analysis by function
Client Onboarding Systems for Client Relationship Management
Digital platforms that streamline the client intake process, including document collection, due diligence, suitability assessment, and account setup while ensuring regulatory compliance.
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