Client-Initiated Updates
Clients who subscribe to the Facilon Status portal can effortlessly update their information and documents directly on the portal for service provider review.
Secure Data Management
Facilon Onboard extends its functionality beyond KYC completion, allowing service providers to maintain client data securely including scanned copies of client documentation, account information. The portal also provides a detailed timeline/aging data of information exchange.
Automated Documentation
The automated population of execution ready documents using client-provided data streamlines the documentation process by eliminating the need for manual data entry & duplication of efforts.
Customizable Solutions
The solution is customized to address the precise documentation and information requirements of service providers. There is an initial setup fee to incorporate the essential documentation and information into the solution.
Scalable for Future Growth
While the current solution focuses on onboarding individuals, future versions will encompass family offices, corporates, and funds.
Dynamic Portal
This product enables service providers to maintain a live and dynamic portal for continuous status updates which includes triggers on documents that are expiring soon.
Real-time Status Updates and Collaboration
Facilon Onboard bridges the communication gap between securities services providers like Brokers, Custodians, and Fund Managers and their non-local clients by enabling real-time status updates and comments during the onboarding process. This solution integrates with existing KYC (Know Your Customer) and onboarding systems.
