竞博体育jbo

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竞博体育官网下载, a leading financial 竞博体育jbo provider, announced today the new release of 轴向套件 that incorporates advanced onboarding functionality and a powerful digital client portal to accommodate the increasing 市场 needs in wealth, 资产和基金管理,从而实现竞争性和更快的远程通信, in the post-Covid era, while safely onboarding new clients via an automated process.

轴向, 的omni-channel, investment management platform is continuously being enriched in functionality to competitively address 市场 changes. Current times call for remote working, 沟通, and networking therefore the ability for a new customer to join online without tedious processes becomes a competitive need for the firms in the Investment Management industry. This trend is expected to increase even more the coming months with online digitally enhanced functionality for client portal access as well as automated onboarding.

新版本支持完整的自动化注册步骤, 快速上手,轻松获得投资管理服务. 竞博体育jbo可以单独部署,也可以集成到现有平台, offering a modern, digital tool to financial advisors, funds distributors, wealth managers and private banking relationship managers, which facilitates and accelerates the client / investor onboarding process without compromising regulatory compliance requirements or internal security and policies.

竞博体育官网下载 continues to invest and develop pioneering 竞博体育jbo for the industry to help professionals and their clients better communicate and manage their portfolios in challenging times. 最近,轴向被俄罗斯等多个国家的多家投资管理公司选中, UK, 阿联酋, 塞浦路斯, 等.

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