Online BO Account Opening
Single, Joint and Link BO account onboarding with document upload, status tracking and print-ready BO Book preview.
Designed for minimum repeated typing and branch/RM attribution.
Services
Brokerage, DP and client-service capabilities.
Depository Participant Services
Structured BO/CDBL service support for clients.
Operational details can be managed from CMS.
Fund Services
Configurable deposit, withdrawal and transfer service workflows.
Future service requests are designed to reuse verified client data and signatures where policy permits.