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.

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Standard and Custom Fees

  • Flexible fee schedules
  • Built-in tracking and approvals
  • Configurable thresholds and controls
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Automated Fraud, KYB/KYC/BSA and Identity

  • Real-time identity verification
  • Reduced false positives and manual reviews
  • Faster approvals with seamless compliance
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Faster Time to Revenue

  • Accelerated time to assets under management
  • Streamlined documentation and compliance workflows
  • Faster account funding and activation.
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White-Glove Service

  • Reduced onboarding time
  • Personalized, high-touch client experience
  • Seamless coordination across teams
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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.

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By The Numbers

Track onboarding speed, activation rates, advisor efficiency, and growth across your wealth management

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Faster Onboarding

Account opening to funded

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Error Reduction

Eliminate instances of NIGO

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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.

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KYB/KYC Verification

  • Automated identity verification
  • Source of wealth and funds validation
  • Supports enhanced due diligence requirements.
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Document Processing

  • AI-driven document categorization
  • Data extraction from trust docs and agreements
  • Captures compliance form data automatically
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Operational Acceleration

  • Automated workflow routing
  • Real-time status tracking
  • Keeps onboarding and reviews moving forward
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Risk Reviews

  • Automated periodic due diligence reviews
  • Ongoing monitoring of customers and accounts
  • Identifies and flags risk exceptions
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Wealth Management within Client Lifecycle Management

From initial consultation through ongoing reviews and relationship growth, Vikar connects every step of the wealth management journey.

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Account Opening

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Suitability

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Fee Schedule

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Asset Movement

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Maintenance

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Risk Reviews

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Relationship Growth

Ready to Elevate Wealth Onboarding?

See how Vikar delivers a coordinated, compliant, high-touch experience at scale.

Request A Demo