High Touch Onboarding Simplified
Deliver a white-glove wealth management experience from initial consultation through account setup, compliance, and ongoing reviews. Accelerate AUM activation and fee revenue.
Accelerate Wealth Outcomes
Faster account opening means earlier AUM activation and fee revenue, while delivering the high-touch experience your clients expect.
Standard and Custom Fees
- Flexible fee schedules
- Built-in tracking and approvals
- Configurable thresholds and controls
Automated Fraud, KYB/KYC/BSA and Identity
- Real-time identity verification
- Reduced false positives and manual reviews
- Faster approvals with seamless compliance
Faster Time to Revenue
- Accelerated time to assets under management
- Streamlined documentation and compliance workflows
- Faster account funding and activation.
White-Glove Service
- Reduced onboarding time
- Personalized, high-touch client experience
- Seamless coordination across teams
Multi-Account Opening
- Open multiple accounts in one seamless experience with shared data, consolidated disclosures, and unified controls.
- Faster funding, no duplicate entry, and no added complexity or risk.
Document Intelligence
Process every document with Vikar automatically. No manual data entry. No room for error.
Advisors get verified ownership structures, financials, and compliance data pulled directly from source documents and cross-checked against external records, so onboarding moves at the speed clients expect.
By The Numbers
Track onboarding speed, activation rates, advisor efficiency, and growth across your wealth management
Faster Onboarding
Account opening to funded
Error Reduction
Eliminate instances of NIGO
Advisor Efficiency
More time spent with clients and prospects
Complete Portfolio Transparency and Control
Monitor risk states, covenant compliance, review schedules, and exceptions across your entire lending portfolio from a single dashboard.
KYB/KYC Verification
- Automated identity verification
- Source of wealth and funds validation
- Supports enhanced due diligence requirements.
Document Processing
- AI-driven document categorization
- Data extraction from trust docs and agreements
- Captures compliance form data automatically
Operational Acceleration
- Automated workflow routing
- Real-time status tracking
- Keeps onboarding and reviews moving forward
Risk Reviews
- Automated periodic due diligence reviews
- Ongoing monitoring of customers and accounts
- Identifies and flags risk exceptions
Wealth Management within Client Lifecycle Management
From initial consultation through ongoing reviews and relationship growth, Vikar connects every step of the wealth management journey.
Account Opening
Suitability
Fee Schedule
Asset Movement
Maintenance
Risk Reviews
Relationship Growth
Ready to Elevate Wealth Onboarding?
See how Vikar delivers a coordinated, compliant, high-touch experience at scale.
Request A Demo