One journey for every account type: from individual to corporate portfolio, with identification, suitability and risk profile, plus tax and legal data. All features for regulatory requirements are already built in - not bolted on afterwards.
The starting point
Identification, suitability assessment, tax and legal data, different required fields per account type: on paper the opening quickly ends up incomplete - and every missing detail is a compliance risk.
The opening journey
Five steps, one flow - from account-type selection to an active portfolio. Click your way through.
Customer view
Suitability and risk profile under MiFID II - guided, plausibility-checked and on any device.
The result
Compliant, complete and with no manual rework - for every account type, from the first click into the custody system.
Individual, joint, corporate - one journey serves the right fields automatically.
Suitability, tax and legal data are captured in full and compliantly.
Signed and via API straight into your core/custody system - no manual setup.
United Signals