Why the usual setup falls over
- Suitability questionnaires are long, and most questions do not apply to most clients.
- Accreditation and source-of-funds evidence arrives by email attachment.
- There is no single record showing who answered what, when, and what they signed.
What you get
- Conditional suitability flows
Question sets adapt to the client's declared experience, objectives and risk profile.
- Document upload
Evidence uploads attach to the same record, no email attachments required.
- Signature and timestamp
Signed declarations with submission metadata retained for the audit trail.
- Approval workflow
Route completed onboarding to a reviewer before it counts as accepted.
- Restricted access
Password-protected links and role-limited access to submissions.
How it runs
Send the onboarding link to the prospective client.
They complete suitability, accreditation and document upload in one pass.
The record routes to a reviewer for approval.
Approved records export as PDF with the signature and timestamps intact.
Frequently asked questions
Can we collect accreditation evidence?
Yes — file uploads attach directly to the client's submission record.
Is there an approval step?
Yes. Submissions can route to a named reviewer before being marked accepted.
Can we restrict who sees submissions?
Yes. Access to submissions is role-controlled, and forms can be password-protected.
Do clients need an account?
No. They complete a link; no signup.
Want this set up for you?
Start free and build it yourself, or tell us what the workflow has to do and we'll configure the fields, logic and notifications with you.
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