We understand that every hour counts, and so spending a huge amount of time on FICA compliance can be costly. The integrations were created to speed up the Know Your Client (KYC) / FICA process by reducing the amount of time spent on data collection and capturing. Now all your clients documents can be accessed from one system.
Our integration partners include:
Elite Wealth Management is a firm of independent financial advisers specialising in providing advice on Personal and Corporate Pensions, Mortgages, Equity Release, Investments, Inheritance Tax planning, Corporate, Wealth and Personal Protection.
Looking for more detailed information?
Read more about the DocFox & LegalSuite integration by downloading our integration guide.
Why did we choose to integrate?
The integration reduces the time spent on compliance and eliminates duplicate work.
Read more about the DocFox & AJS integration by downloading our integration guide.
Simplify your onboarding and FICA process
To simplify the onboarding and FICA process, DocFox and Elite Wealth have integrated their solutions.
Read more about the integration by downloading our integration guide.