Onboard clients digitally – no paper, no friction
Create, verify and manage client records through a fully digital, automated onboarding journey – designed to make life simpler for firms and investors alike.
Fully digital journeys
Deliver fast, paper-free onboarding
Our intuitive online process makes it easy to onboard new clients, collect their consents and get them investing faster. Every interaction is completed digitally – no forms, no printing, no delays.
It’s fast, simple and paper-free – helping firms deliver an onboarding experience that matches modern investor expectations.
- End-to-end digital setup. Capture client details, product selections and declarations entirely online.
- Digital acceptance. Collect client acceptance for all platform terms and declarations without any paper forms (or e-signatures).
- Easy editing. Create, update or amend client records directly via our professional portal or API.
Smart verification
Automate AML and KYC checks
Our integration with NorthRow enables optional automated AML and KYC screening – and bank verification – allowing you to verify clients instantly while maintaining full compliance.
- Integrated AML checks. Verify identity and address automatically.
- Ongoing monitoring. Detect changes to client risk status, including politically exposed persons (PEPs) and sanctions alerts.
- Custom risk controls. Define your own AML policy and thresholds to suit your firm’s risk appetite.
- Audit trail. Every check, outcome and review is recorded for complete transparency and regulatory assurance.
Eligibility and compliance
Ensure every client meets platform criteria
We currently only support UK-resident clients (including Crown employees and their dependents).
- UK residency checks. Validate client eligibility automatically during onboarding.
- Crown employee support. Accept Crown employees and their dependents, even when temporarily overseas.
- Ongoing monitoring. Automatically flag clients who later move overseas or to restricted jurisdictions.
- US person exclusion. Identify and restrict accounts belonging to US persons under IRS definitions.
Client groups
Offer group fee discounts with client linking
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By linking client accounts together, you can reward loyalty and scale by offering reduced fees that reflect the total value of clients’ combined investments.
All groups can be created and managed directly through our professional portal – with real-time visibility of thresholds, discounts and applied rates.
Client records
Keep every interaction digital and compliant
From account creation to consent capture, all client communications are handled digitally – keeping your operations streamlined and auditable.
- Digital documents. All terms, illustrations and confirmations are issued electronically.
- Centralised records. Client data, communications and documents are stored securely within the same system.
- Change management. Update client details instantly, with automatic propagation across linked accounts.
- Audit readiness. Full visibility of every client event, from onboarding to account closure.
Ready to begin?
Get started with Seccl today
Ready to take the next step? Our team is here to help you get started with Seccl.
Contact us today to discuss your requirements, request a demo, or learn more about how Seccl can support your business.
Get in touch