KYC Portal

Malta HQFounded 2008

Deployment

Web-based

Overview

About KYC Portal

KYC PORTAL CLM – Know Your Customer Portal – is one of the top, award winning Client Lifecycle Management solutions on the market that allows organisations of any size or type to rapidly collate all information relating to all kind of subjects being assessed, in a single, centralised, secure repository with fully customisable parameters, fields, rules, user rights and collaborative practices.

At a glance

Software information

Industries served, licensing and the support KYC Portal provides.

Industries

  • Banking
  • Financial-services
  • Investment-banking-venture

Licensing

  • Proprietary
  • Quote Based

Support

  • Email
  • 24x7 Support

Knowledge Base

  • Help Guide
  • Video
  • Blog
  • Demo
Languages (1)
English
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Capabilities

KYC Portal features

The full feature set, grouped by module.

KYC Software

  • Alerts and Notifications
  • Audit Trail and Reporting
  • Compliance Checks
  • Customer Due Diligence (CDD)
  • Identity Verification
  • User Management and Permissions
  • Workflow Automation

KYB Software

  • Business Identity Verification
  • Company Registration Verification
  • Ultimate Beneficial Owner (UBO) Verification
  • Business Document Verification
  • Politically Exposed Person (PEP) Screening
  • Adverse Media Screening
  • Business Risk Assessment
  • Global Business Database Integration
  • Ongoing Business Monitoring

Plans

KYC Portal pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)

Media

Screenshots & video

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