Let's separate good apples from bad apples!
For licensed lenders, factors, and companies with over $50m annual turnover.
Minimize defaults, Reduce NPLs, Streamline collections.
Minimize human error while Wowing your clients
55 Scheduled and Event-triggered reports and reminders to comply with MAS requirements.
KYC onboarding done is 10x faster.
Documents actualization (with auto-tracking of simple things like "expiry dates").
Custom-built portfolio reports and graphs to keep your clients up to date.
Compliance
Reporting
KYC management
Data protection, cybersecurity and branding
White label app on your subdomain
On your subdomain.
Following your branding guidelines.
Implementation and full support from our side.
Bespoke and premium white-label platform.
Data protection and cybersecurity
Our world-class engineering team constantly updates our platform so you'll always have access to the latest security technology.

Encryption;
API security;
2FA;
Data backups;
Database protection.

Client onboarding
Don't fill out things mannualy
Don't send lengthy PDFs for clients to fill out, with explanations back and forth. Make everyone's lives easier.
Streamline client onboarding
Clients submit documents through the platform with provided guidelines, instructions, and templates.

Platform tracks expiry and validity dates and automatically reminds and nudges clients to update necessary information.
Generate and sign docs the easy way
Up to 90% of subscription, redemption forms, and other standard fund documents are pre-filled automatically with existing data.
KYC management
Compile and structure
Keep all documents of your clients in one place.

Download all the documents in a structured and standardized format when needed (eg. for audits, compliance checks, etc.).
Set tracking on autopilot
The Platform tracks expiry and validity dates and automatically reminds and nudges clients to update necessary information.
Communications
Day to day communications
Streamline communication through the platform to keep everything structured.

Use email only for important communication.

Everything for your clients' convenience.
Keep clients up to date
Get custom portfolio reports and dashboards to keep your clients up to date.

Stick only to a web platform or also get a custom app for iOS and Android.
Put compliance on autopilot
Scheduled and event-triggered reports
We can help you with both Scheduled reports via a calendar and reminders
Track event-triggered reports with bi-weekly check-ins:

- Up to 90% of reports content is filled out automatically;
- Complete additional information through the platform manually;
- Export submission-ready PDF for MAS CeL.
Talk to our experts first to get exactly what you need
A
Optimal for newer funds with under $50m AUM
$ Billed annually
  • ✓ Web application
  • ✓ MAS compliance monitor
  • ✓ Custom onboarding docs
Free demo
AAA
Optimal for funds with over $250m AUM
$$$ Billed annually
  • ✓ Web application
  • ✓ MAS compliance monitor
  • ✓ Custom onboarding docs
  • ✓ Custom portfolio reports
    and dashboard
  • ✓ Custom iOS and Android apps
Free demo