Client onboarding

Posted 4 days ago by investG

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investG

Onboarding a client to BSE and NSE usually take lot if time, please look into reducing client onboarding time.

Some platforms allow client onboarding in less time and fewer steps, they are also using BSE or NSE in the background.

Along with this details for onboarding client on BSE or NSE require inputting same information and some advisors like me onboard client on both the platforms simultaneously to avoid server down of anyone platform at any given time.

Please add some way to integrate onboarding on both platforms simultaneously by inputting details only once and avoiding duplicate work

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