Client onboarding portals for financial firms
Your clients fill in one guided online form, upload their documents and sign. Your team receives a complete file, ready to review: no more Word forms, email attachments or scanned signatures.
Tell us about your onboarding A few lines are enough to start. We reply in writing.What we build
A portal adapted to your own process and documents:
- Personal invitation links, so each client completes their onboarding online, at their own pace.
- Guided forms for individuals and companies that ask only what applies to each case.
- Secure document upload: ID, proof of address, source of funds and anything else your process requires.
- Suitability and appropriateness questionnaires, with your admission rules built in.
- The signature package generated automatically, for e-signature (DocuSign) or for a printed, wet signature.
- A back office for your team: the status of every application, assignment to relationship managers and access by role.
Who it is for
Independent wealth managers, family offices, fiduciaries and investment firms that still onboard clients with Word forms, email attachments and scanned signatures, and want a process that is faster for the client and easier to review for the team.
How it works
- You describe your current onboarding in writing: the forms, the documents and the rules you apply.
- We send you a proposal with a closed scope, price and timeline.
- We build the portal, you test it with real cases, and we launch it.
- We keep it running: updates, backups and fixes, under a monthly or annual plan.
How we work
Fixed price, in writing
Scope and price are agreed before we start. If something falls outside the scope, we tell you first.
Written and asynchronous
Proposals, progress and decisions in writing. No unnecessary meetings.
Your code, your data
What we build for you belongs to you. No lock-in.
Security from day one
Secrets kept out of the code, encrypted backups and regular updates.
Who is behind it
Andaneal is a small software studio with more than 20 years of experience building, rescuing and maintaining software for real businesses, including financial firms in Spain and Switzerland.
Besides onboarding, we maintain web applications and websites for our clients: security updates, backups and hosting, under a clear monthly or annual plan.
Tell us how you onboard clients today
Describe your current process in a few lines, and we will tell you what a portal would look like and what it would cost.
Write to us: info (at) andaneal dot com