Security.
We employ robust end-to-end AES encryption for secure data protection.
Simple Software
For Client Onboarding
Today’s current digital onboarding pipeline is fragmented. Requiring you to clump together multipool tools leaving gaps between steps.
We bridge these gaps for you, with a simple, low-tech approach for a tenth of the market price.
OceanofPossibilities
Send form with ease.
With just one click, you can effortlessly send your client the form by generating a link for them.
Manageable questionnaire.
Divided questionnaire, designed to be easily manageable for the client to complete.
CRM integration.
Allowing for custom integration with your current CRM system.
Automates overview generation.
Automating the step between the user filling out the form and you looking at the client overview report.
Email attachments
Automatically attach the client report to their email whenever they contact you.
Vexra Is Exactly What You Need
We Aim To:
Generate 100s
Of Styleized Reports
Onboard
Many Happy Clients
Save 1000s
Of Hours Of Labour
With
Sufisticated Code
Meet Our Team
We are a team of developers, designers and leads who love what they do.
What People Say
“It is concerning to see that wealth managers face such hurdles when onboarding clients. Technology can transform the onboarding process by automating and streamlining regulatory checks while integrating consistent onboarding templates in the firm’s platform."
“Wealth management has long been an area in need of real innovation"
“Digital and technology experiences are a big driver of advisor and client experience”
Supported By
We are incredbly grateful for all the support offered throughout our journey
