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Know Your Client
An intelligent and intuitive tool that seeks to understand your unique financial needs. KYC provides a full analysis of your current situation and actionable recommendations for you.
Accident & Health
Wealth Protection Planning
Retirement Planning
Saving & Investment
Children Education Funding
Plan for Loved Ones
Succession Planning
Accredited Investor
How KYC works?
Quick and easy tool that serves both clients and advisers needs.
Step 1
Create an account
This account is used for clients to store all of their information, approve and acknowledge purchased policies.
Step 3
Pending client approval
With the client’s needs, KYC will recommend customised products. The client can choose to approve or reject it at their own time.
Step 5
Send to provider
After the adviser has everything the needed by the provider, the adviser will send documents to the provider and the policy will be in effect.
Step 2
Complete KYC
Each client is unique, with different needs for individual products and recommendations. KYC is able to suggest what each client needs after answering a list of questions.
Step 4
Upload relevant files
Once the client approves the policy, the adviser will require the client to upload some necessary documents to secure the policy.
Step 1
Create an account
This account is used for clients to store all of their information, approve and acknowledge purchased policies.
Step 2
Complete KYC
Each client is unique, with different needs for individual products and recommendations. KYC is able to suggest what each client needs after answering a list of questions.
Step 3
Pending client approval
With the client’s needs, KYC will recommend customised products. The client can choose to approve or reject it at their own time.
Step 4
Upload relevant files
Once the client approves the policy, the adviser will require the client to upload some necessary documents to secure the policy.
Step 5
Send to provider
After the adviser has everything the needed by the provider, the adviser will send documents to the provider and the policy will be in effect.
Discover our unique features
Recommendation based on your needs
Personalized recommendation, tailored to align with your financial requirements and goals, taking into account various factors to ensure the best course of action for you.
Detailed cashflow data
KYC’s detailed cashflow data gives you a comprehensive breakdown of all incoming and outgoing financial transactions, allowing for a comprehensive analysis of your financial flow.
Customisable asset
Customisable assets cater to your unique preferences, tailoring your portfolio to match risk tolerance and financial goals.
Vast recommendation of products from many provider
Our platform provides diverse product recommendations from trusted providers, meeting all your financial needs.
Learn more about integration
Needs analysis to cater to your actual needs
A comprehensive and in-depth needs analysis that thoroughly examines your financial requirements and goals, allowing us to tailor our recommendations to suit your unique situation.
Learn more with us
Experience innovation through a guided demo showcasing technology benefits.