One secure checklist for every new relationship — ID, account statements, risk profiles, beneficiary forms. Clients upload from any device while you watch onboarding complete itself.
New clients arrive excited and leave frustrated by a KYC packet that came back half-complete. ClientCollect turns onboarding into a checklist they finish in one sitting.
Automatic reminders move clients through KYC without your team chasing — most requests finish the same day they're sent.
Each item spells out exactly what compliance needs — "a statement dated within the last three months" — so nothing bounces.
IDs, statements and tax details move through an encrypted portal with an audit trail — not an unencrypted inbox.
Spouses, trustees, beneficiaries — separate checklists, one clear view of what's still outstanding on the relationship.
Don't front-load every form on day one. Staged requests release documents as onboarding, planning and reviews progress.
Verify identity and open the relationship.
The financial picture behind the advice.
Documents that shape the plan.
Keep the file current each cycle.
Tell Colette "new retirement client, joint account, moderate risk" and she drafts the onboarding checklist — stages, items, client-friendly descriptions and all.
Your clients expect the polish of their banking app. The portal delivers exactly that — no login, no PDF wrangling, no "which statement did you need."
Client financials are regulated personal data — under KYC and AML rules and GDPR alike. ClientCollect safeguards them from the first upload.
Statements and IDs never travel as plain email attachments.
Who requested, uploaded, viewed and accepted each document — exam-ready.
Privacy notices and GDPR-compliant e-consent captured before the first document is shared.
Advisors see their clients, compliance sees the file — nothing more.
"Onboarding used to take two weeks of chasing statements. Now a new client gets one link and we're ready to invest by the end of the week."
Send your first onboarding checklist in under five minutes. Free for 14 days, no card required.