Give your Mortgage Investment Corporation the Edge over your competition with software that streamlines your administration processes and an onboarding experience that wows your investors.
The most robust suite of KYC, KYP tools available plus automated workflows to streamline your deal approval process.
Track all of your clients’ accounts, transactions and more all in one place.
Branded and consolidated client statements that report on all CRM2 requirements including: transactions, fees, position and performance.
A branded portal for all of your clients to view their statements, receive project updates and view important documents.
Advisors can track clients, complete total net worth calculations, auto display client concentration limits by province, enter transactions and more.
Save a ton of time by prepopulating all relevant forms from the original client record and make the onboarding experience seamless for your investors with digital signatures.
For a complete list of product features and pricing information, fill out this form.