Is the onboarding process complicated for me or my clients?
Not at all. Cense is designed to offer a seamless, hassle-free onboarding experience for both wealth managers and their clients.
We offer:
- Self-onboarding for clients who prefer a direct, digital experience.
- Wealth manager-assisted onboarding, giving you full control over compliance and reporting.
- Automated transaction history analysis, removing the need for time-consuming manual reviews.
With Cense, onboarding crypto-affluent clients is fast, efficient, and fully compliant, eliminating delays that could otherwise frustrate clients or disrupt your business flow.