Onboarding

Complete digital onboarding journey including risk profiling, investment preferences, KYC and AML. Highly flexible based on your onboarding requirements.

Prive’s Onboarding module delivers a complete digital journey—from initial client capture to full account activation. The flow includes configurable steps for risk profiling, investment preferences, KYC, and AML, all designed to match your regulatory and operational requirements. The experience is seamless for both advisors and clients, with intuitive forms, smart validations, and automated document checks. Whether onboarding retail, affluent, or private banking clients, the platform adapts to different workflows, jurisdictions, and user roles. Integrated directly with downstream modules like portfolio construction and proposal generation, onboarding isn’t just a formality—it becomes the launchpad for personalized, compliant, and scalable client engagement.