We built a fast investor onboarding system with biometric authentication and KYC, providing advisors with a unified interface. Our solution eliminates the need for separate apps, delivering a branded experience for partners while ensuring compliance with EU regulatory standards.
Problem
ARTS Asset Management works with many independent advisors and boutique wealth firms, each needing a modern, customizable client portal without the cost and risk of building their own. To solve this, we created a multi‑tenant SaaS platform that streamlines investor onboarding, embeds biometric KYC, and automates compliance checks. Partners can now launch fully branded portals in a matter of hours instead of months, with no extra development. With one scalable, unified system, ARTS can confidently grow its network while keeping compliance, efficiency, and flexibility in sync.
Solution
The company struggled with slow, paper‑heavy onboarding that hurt growth and increased drop‑off rates. Each partner needed its own look‑and‑feel, product catalog, and regulatory setup, which made the operation hard to scale and even harder to keep compliant. Legacy systems added extra barriers for cross‑market reporting and oversight, piling on manual work. Together, these issues held the business back from expanding and serving a fast‑growing multi‑partner ecosystem.
More Work
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