Case study

Advanced onboarding, fact-finding and API integration development for Onvestor

~1 minute read

Onvestor were on the look out for an agency that could help design and build a system to automate the process of bringing clients onboard to the Onvestor experience. Their innovative business model needed a bespoke onboarding tool that could help to extract information in a user-friendly way, pushing the data through to adviser-facing tools and report builders. 

We helped develop a fully editable report builder and suitability document tools. 

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