The groundwork for T+1 is laid long before you settle the first trade for a client. Onboarding is a crucial part of the process, enabling you to deploy capital sooner and ensure that credit approvals, venue setup, and SSIs are ready to enable T+1-compliant trading. Onboarding Accelerator is an automated, customizable end-to-end onboarding solution for brokers, custodians, corporates, fund administrators, managers, and service providers. One seamless solution integrates entity data, document collection, KYC and tax profile validation, regulatory protocols and self-declarations, legal and credit agreements, and operational setup to accelerate and provide deeper visibility into the client onboarding process.
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Customer LoginsClient Onboarding solution for T+1
Key benefits
Deploy Capital Faster
Deploy capital faster with onboarding processes that complete in as little as one day.
Accelerate Transaction Processes
Standardize and automate processes across client types and regions.
Achieve Timely Settlement
Ensure accounts have passed due diligence and credit approvals and are cleared to trade.
Identify Issues Sooner
Achieve greater transparency, access systematic controls, and establish audit trails.
Our client on-boarding solution serves
Customers
active users
legal entities
Interested in our T+1 solutions for client on-boarding? Set up a meeting with one of our experts today
Running late for T+1? Discover how our Counterparty Manager solution suite can help you meet the May 2024 deadline
Experts
Marjorie Chee
Marjorie is responsible for overseeing the Managed Services business within Regulatory & Compliance, which services includes conducting regulatory outreach to providing full KYC support on behalf of our clients. Previous to this role, Marjorie ran the KYC Services business that was designed in partnership with leading global financial institutions to create an industry approach for streamlining Know Your Client requirements. From 2002-2015, Marjorie worked at Goldman Sachs holding multiple senior positions in both AML Compliance and Client Onboarding in New York and London; she has developed global CIP and EDD policies across various entity types, implemented a QA and training programs for Institutional On-boarding, and was central point of contact for internal and external regulatory audits.Marjorie studied economic history and earned a Bachelor of Arts from the University of Pennsylvania, United States.
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