Client onboarding does not need to involve paperwork, email chains, and fragmented checks. The NAVCalc simplifies the entire onboarding process and turns it into a single, structured digital workflow.
From client identification and completion of the investment questionnaire to contract signing and bank integration - everything is organised in one place, reducing manual effort and improving operational clarity.
How Client Onboarding Creates Value
- Structured onboarding workflow. A clearly defined digital process guides each onboarding step, ensuring consistency and transparency across clients and teams.
- Automated investment questionnaire. Online questionnaires capture the client’s investment experience, objectives, and risk-related information in a structured and well-documented form.
- Intuitive document collection. Clients securely upload identification documents and onboarding materials through a simple, user-friendly interface.
- AML & KYC workflow support. Structured capture and documentation of client identification, PEP status declarations, purpose of the business relationship, and source-of-funds information - all within an audit-ready onboarding workflow.
- Electronic signature and GDPR consents. Documents are signed digitally, including consents related to personal data processing in line with European regulations.
- Complete audit trail and archiving: All actions, submissions, and signed documents are logged, traceable, and securely archived to support internal controls, audits, and regulatory reviews.
Want to see how Client Onboarding could work for your fund?
All it takes is a short meeting. We’ll walk you through a real-life onboarding example and show how NAVCalc supports the process step by step.
