Category: Blogs

To prevent damage, choose SCOPE KYC Cloud Portal

Prevent claims, our KYC Cloud Portal ensures you have ample information about your clients. This way, no problematic miscommunications...

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Investment management in SCOPE KYC

In addition to a login portal for clients, the SCOPE KYC Cloud solution also offers a portal for investment...

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Customer onboarding in development

The most important goal of customer onboarding is to guide the clients through the process in a logical way...

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Finishing and saving the risk profile

After assessing the risk tolerance, a formal KYCstock-taking report is generated which records all details and choices.

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Targets & assets

The adviser needs to understand with what purpose the client wants to increase his assets or generate income

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