GUARDIAN – Digital Onboarding and Contract Management

This module includes a fully digital web wizard which guides the consultant in entering all personal data and contract information, including the digital signature of the profiling questionnaires and the mandate signed by the client.
Thanks to the Guardian Web mobile application, clients can be onboarded directly from the tablet using a guided wizard, with special sections dedicated to risk profiling for MiFiD II and Anti-Money Laundering investments.
Once all the information, data and mandatory documents have been completed, it will be possible to proceed with the automatic generation of the management or consultancy contract, ready to be digitally signed by the client, using an advanced, valid and legally recognised electronic signature.