Client Onboarding Module
With Quva's Client Onboarding Module you can customise your client onboarding process to provide fast, seamless experience. From investor categorisation through to Anti Money Laundering (AML) and Know Your Customer (KYC) verifications, Quva ensures you can deliver a fully compliant process.
Streamline Your Investments
Here's what you can do with our Client Onboarding feature:
- Streamline client onboarding
- Native Anti Money Laundering (AML) checks
- Native Know Your Customer (KYC) checks
Customisable, Easy-To-Use Dashboards
Quva's white-label solution allows you to edit the look and feel of your platform, enabling you to showcase your company brand.
Updated within the settings area in seconds, you can update things like the colour scheme, upload logos as well change the terminology to suit your exact needs.
Made by Investment Professionals for Investment Professionals
The team transforming alternative investments
Who we work with
Whether you’re looking to streamline how you manage your investments, or simply have a burning question, get in touch today and see how Quva can help take you and your business to the next-level.
Simply fill out the form and of our digital transformation experts will be in touch.