Optimise the management of your investors
100% digital and customisable onboarding for your investors. Allow them to know the status of their investments at any time and manage all the processes with a 360 view
Improve your users' experience
Download our ebook for free and discover how to improve the user experience and what are the advantages of implementing a well designed digital onboarding. Fill up this form and get it right now!
(Only available in Spanish).
The challenges that PeakLine solves
Our 360 management tool provides you an integral solution for the management of your investors’ accounts and operations. You will be able to carry out actions such as the acceptance of credentials in documents, accounts and operations validation, identity authentication and the task management within your company’s departments. Digitise your processes with minimum effort.
PeakLine Finance, your new tool
All of this can be possible thanks to PeakLine Finance, the integral tool for the investor management
Onboarding for your clients
You will have a 100% digital and customisable onboarding process in which you can request the information you need from your future investor. In addition, you will be able to perform online the video-identification of your investors, capture identity documents, digital signature of documentation and even the online payment of the first subscription operation.
360 management platform
Manage your digital onboarding data in our Middle Office tool and control the status of each of your investors. Within our tools you will be able to validate accounts and profiles, validate identification documents and carry out document verification.
Investors' private area
Offer your investors a private area from which they can manage their profiles, upload the necessary documentation and view orders and trades thanks to the different panels they can access.
Why choose PeakLine?
A 100% customisable, secure and agile onboarding
PeakLine offers you a complete onboarding, where you can not only collect your investors’ data, but you can also guarantee them security with a trusted third party and other equally valuable features.
Offer a fast and accurate identity verification through facial recognition, providing security and reliability in the identification of its users.
Capture relevant data from documents such as ID cards or passports, speeding up and simplifying the identity verification process.
We collect evidence in the signing of electronic contracts, validating their execution and providing legal certainty.
Secure and legally binding solution for signing electronic documents guaranteeing authenticity, integrity and non-repudiation, simplifying processes and saving time in signing documents and contracts.
Execute and receive payments in real time with direct bank transfers from any account.
We offer the KYC model and Convenience Test in Finance and Wealth Management to get to know your clients.
More than just a welcome to your clients
Along with onboarding, with PeakLine you will have other functionalities that will make the management of your entity much easier.
Ready to transform your management processes?
Contact and tell us what you need and find out how we can help you or, if you prefer, schedule a meeting so we can give you a free demo and get to know our tool first hand.