Transform the Way You Onboard Clients – Smarter, Faster, and Fully Compliant. |
Transform Client Onboarding with Fintro: Simplified, Secure, Streamlined.
The all-in-one platform that empowers financial institutions to onboard clients faster, smarter, and with confidence.
Onboarding Clients Shouldn’t Be a Challenge
Managing the complexities of wealth management onboarding shouldn’t slow down your growth. Fintro is the ultimate solution for small and medium-sized private investment firms, empowering advisors and executives to onboard clients quickly, securely, and seamlessly. Our platform combines cutting-edge AI with integrated tools to save you time and enhance every interaction.
Meet Fintro: The Future of Client Onboarding
Fintro transforms onboarding into a seamless, efficient, and collaborative process by combining cutting-edge technology with intuitive design. Here’s how:
- Streamlined Workflows: Guide advisors through every step of onboarding, from data collection to final approval.
- Third-Party Integrations: Automate KYC, AML, credit checks, and more using trusted external tools.
- Digital-First Features: Leverage dynamic forms, e-signatures, and centralized communication for a modern client experience.
- Audit-Ready Compliance: Maintain full transparency with built-in monitoring and audit trails.
