AccountFast is a client on-boarding application. It allows brokers to quickly and easily create new accounts for clients using a phone app. The application allows brokers to take critical AML identification via photos and submitting them through an approval process. The submissions also have built in signature support so the client and brokers signatures can be included.
The AccountFast submission and approval process is closely integrated with Complii to allow staff within the broker firm to view and complete submissions.