The PDF Drop-off
Users abandon the application when they realize they have to download, print, and sign a physical document for a complex trust structure.
Digital Applications
Conversion & Compliance
Frictionless investor acquisition.
We engineer secure digital application flows integrating AML/KYC checks and sophisticated logic for complex entity structures (Trusts, SMSFs), allowing investors to commit capital entirely online.
- Custom React-based application flows that eliminate the need for printing massive PDF application forms
- Dynamic logic that adapts the question set based on the specific entity type (Individual vs. Corporate Trustee)
- Live API integrations with identity verification providers (eKYC) to instantly validate passports and driver's licenses
Clunky onboarding destroys capital acquisition.
Funds spend thousands on marketing and adviser networks only to force users into an onboarding flow that looks like a digitized tax return. When the form is a massive PDF, requires wet signatures, or fails to save progress, the investor abandons the process, delaying capital deployment.
Data Entry Fatigue
The legacy form asks for 10 years of address history without offering an easy Google Maps autocomplete, causing frustration.
Manual Verification Delays
Accounts take days to open because back-office staff have to manually review photocopies of ID documents and query ASIC registers.
The deliverables
Automated wealth conversion.
We engineer application flows that handle complex regulatory requirements while remaining beautiful and frictionless.
Custom Application Frontends
Building bespoke React flows that guide the user step-by-step, validating data in real-time before submission.
eKYC & Identity Integrations
Developing secure Node.js layers that connect to services like GreenID or Onfido for instant AML/KYC checks.
Entity Structure Logic
Building rules engines that adapt the required fields based on whether the applicant is a Trust, Company, or SMSF.
Digital Signatures (eSign)
Integrating with DocuSign or similar APIs to dynamically generate the completed application and collect secure signatures.
Featured Wealth Platform
Modernizing fund operations.
See how we helped a boutique funds management firm digitize their archaic, paper-based onboarding process, allowing them to verify complex trust structures via API and secure $50M in new capital entirely online within the first month.
WealthTechDigital Onboarding
Project Overview
Frictionless, compliant capital raising.
We developed a highly secure application flow that intelligently adapts based on the entity type (Individual, SMSF, Company). It automatically queries ASIC and identity registers for real-time AML/KYC checks, generating a pre-filled, compliant digital mandate for the investor to e-sign.
Frequently Asked Questions
Common questions about wealth tech.
How do you handle complex entity structures (Trusts, Companies, SMSFs)?
We build dynamic logic into the digital application. If a user selects 'Corporate Trustee for a Trust', our React form automatically generates the exact required fields for beneficial owners, drastically simplifying what is traditionally a confusing 40-page PDF.
Can you integrate with Portfolio Management Systems (e.g., Praemium, Iress)?
Yes. We build secure API middleware to pull real-time portfolio data, asset allocations, and historical performance from your core systems, displaying it securely within the custom investor portal.
How do you ensure data security for high-net-worth clients?
We implement enterprise-grade IAM (Identity and Access Management) using Auth0 or Okta. We enforce strict Multi-Factor Authentication (MFA), ensure all data is encrypted at rest, and use secure document vaults to eliminate sending sensitive tax files over email.
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Modernize your wealth
and funds management operations.
From compliant digital onboarding of complex entities to highly secure, premium investor portals, we build software that drives capital growth and operational efficiency.
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