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Brokers/Dealers

Simplici - The Best Identity Verification and Customer Onboarding Service For Brokers/Dealers.

Effortlessly Automate Account Opening and Securities Trading

Elevate the investor experience and streamline securities trading with Simplici’s digital solutions.Our user-friendly platform empowers investors to complete forms, upload documents, and sign agreements online, providing a seamless onboarding journey that builds trust and enhances satisfaction

simplici Broker dealer

Brokers/Dealers

Effortlessly Automate Account Opening and Securities Trading

Elevate the investor experience and streamline securities trading with Simplici’s digital solutions.Our user-friendly platform empowers investors to complete forms, upload documents, and sign agreements online, providing a seamless onboarding journey that builds trust and enhances satisfaction

Valuable Metrics

Simplify, Accelerate, Secure

Leverage AI-based security, mobile-first biometrics, and compliance transparency in over 190 countries to simultaneously solve for customer privacy, regulatory transparency, and cost efficiency

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Automated Customer Onboarding

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Reduction in Processing
Time

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Onboarding Fraud
Reduction

Trust-Building Customer Onboarding Made Easy with Simplici

Keep your account and your users’ accounts safe by using best-in-class automation throughout the customer lifecycle.

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Elevate the Investor Experience

Deliver an exceptional client onboarding journey by leveraging Simplici’s digital solutions. Empower investors to complete forms, upload documents, and sign agreements online at their convenience. With Simplici, you can provide a seamless and user-friendly experience that builds trust and enhances the overall investor satisfaction.

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Streamlined Securities Trading

Transform the buying and selling of securities with Simplici’s integrated platform. Simplify the process for broker-dealers and investors alike, ensuring efficient and secure transactions. Our intuitive interface enables seamless securities trading, empowering investors to make informed decisions with ease and confidence.

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Accelerate Time to Value with User-Centric Design

Experience the power of Simplici’s user-centric interface, designed to streamline your client onboarding process. Say goodbye to manual data entry, tedious document collection, and time-consuming compliance reviews. Simplici’s intuitive configuration options allow advisors to quickly implement the solution, reducing time-to-market and delivering a seamless onboarding experience for your investors.

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Enhance Security and Mitigate Risk

Protect your business from potential risks and fraud with Simplici’s advanced screening capabilities. Our platform automatically screens applicants against global watchlists and sanctions databases, ensuring only verified, low-risk individuals and companies enter your portfolio. With Simplici, you can confidently safeguard your investments and maintain compliance with industry regulations.

Nurture a community of advocates by prioritizing user safety in your marketplace.

Frictionless Onboarding To Grow Customer Volume

Ensure a seamless onboarding experience, allowing you to verify user identities, collect essential information, and accelerate time-to-value. Simplify the onboarding journey, enhance user satisfaction, and drive business growth.

Automated Workflows to Increase Efficiency and Productivity

Streamline repetitive tasks, automate decision-making processes, and eliminate manual intervention. Leverage customizable workflows to optimize operational efficiency, reduce errors, and focus on strategic initiatives.

Advanced Identity Verification to Reduce Fraud and Risk

Stay one step ahead of fraudsters with our intelligent risk scoring, real-time fraud detection, and advanced identity verification technologies.

Safeguard your data from unauthorized threats

Protect your business from financial crimes, fraud, and reputational damage by implementing robust KYC and AML (Anti-Money Laundering) compliance measures.

Biometrics Authentication To Enhance Security

Our state-of-the-art biometrics technology. Replace traditional passwords with secure and convenient biometric authentication through facial recognition.

Role-based Access Control

Take control of your team’s access with Simplici’s role-based permissions. Assign roles and permissions, ensuring the right individuals have the tools they need. Streamline authorization and empower your team to excel.

Actionable Insights With  SSC(™)

Simplici’s Single Source Compliance(™) SSC enables you to meet regulatory requirements and provides one-click access to due diligence per customer or in bulk for audits and examinations.

Seamless Integrations with API access

Our platform offers a range of no-code integrations, allowing you to effortlessly connect with external systems and exchange data securely. Additionally, Simplici supports API interfaces, enabling customized integrations tailored to your unique business needs.

Effective eDocument Signing with SimpliciSign

Our cutting edge document signing solution helps you to simplify your onboarding and signing process to enhance efficiency in your business operations. This makes Simplici a true all-in-one solution.

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