Secure client portal and workflow automation platform with eSign and onboarding modules
Distribution-first: embeds in advisor-client onboarding and documentation flow for accountancies. Institutional credibility: security and compliance posture (ISO27001) supports trusted workflow positioning. Can become the document rail for BTC reporting and disclosure packs.
Add standardized digital asset disclosure packs, signing flows, and client attestations for BTC holdings. Automate collection of exchange statements and wallet evidence into compliant audit trail folder structure.