Using the KYC AML Project
How to make your next advisor onboarding the easiest one yet
One of the most painful parts of changing adviser, appointing an accountant, preparing for audit or starting a transaction is the onboarding process.
KYC, AML, professional clearance, company records, historic accounts, tax documents, shareholder information - the same information gets requested again and again.
Adviisa is designed to solve that. In this video, we walk through how to set up your KYC/AML project and share it with external advisors.