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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.