The app allows users to create and customize forms with features like signatures and pictures. It offers multi-site capabilities, a file verification system, and analytics for real-time summaries.
Enable secure two-factor authentication with biometric verification. Authenticate user access via RADIUS, Microsoft ADFS, or SAML federated login. Verify transactions post-login independently of the request channel.
Allows users to submit and verify personal and financial information. It enables document uploads and digital signature. Users can track onboarding progress and access investment profiles. The platform ensures compliance with regulatory requirements.
