Suitability & Acceptance Portal
WealthTech Pros
Proof of Concept — Digital suitability report and platform acceptance for wealth management clients
How it works
1
An adviser generates a unique link for their client to review their suitability report
2
The client reviews the report — charges, recommendations, risks — at their own pace
3
Once reviewed, the client confirms bank details, signs, and their new account is created
Try the demo
Experience the suitability report and acceptance journey as a client would. Uses pre-loaded test data.
START DEMODemo client: John Smith
Advisers can generate links and track progress from the dashboard
OPEN ADMIN DASHBOARD →