WealthXcel
WealthXcel offers streamlined customer ID verification tailored for regulated businesses. With Tiller's advanced technology, clients can securely onboard through automated checks, rapid AML/KYC processes, and real-time address verification. Its modular approach enhances the client experience, allowing for flexible, digital engagement while maintaining the highest regulatory compliance standards.
Top WealthXcel Alternatives
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WealthWorks
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EXM
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Broker Lender CRM
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eXeer
As a modular SaaS solution, eXeer empowers investment managers to seamlessly aggregate, analyze, and visualize their investment data. It integrates existing tech stacks and new technologies, automating data collection from various sources. With its core analytics engine at the helm, eXeer ensures a reliable single source of truth for informed decision-making.
StatPro Revolution
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Bite Stream
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focus adviser
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Daphne
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Delio
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WealthObjects
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focus:360 adviser
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Allocator
Allocator centralizes reports from Private Capital GPs and Hedge Funds, eliminating the hassle of logging into multiple portals. It offers immediate access to indexed financial data, enabling users to analyze returns, track risks, and monitor portfolio overlaps with precision. The platform ensures accurate data flow into CRM systems, enhancing investment decision-making.
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Company Information
- Company: Tiller Investments
- Country: United Kingdom
Top WealthXcel Features
- Real-time remote identity verification
- Automated AML and KYC processes
- Comprehensive client onboarding journey
- Secure online account creation
- Advanced PEP and sanctions checks
- Data Monitor for client updates
- Integrated third-party ecosystem
- Real-time global address verification
- Instant bank account verification
- Customizable client-facing modules
- Blended onboarding solutions
- High-quality data sources
- Continuous service innovation
- Award-winning compliance standards
- Regular system penetration testing
- Prebuilt reusable components
- Cloud-based scalability
- Multi-location service support
- 30+ years industry expertise
- Frequent feature updates
