Simplify compliant client onboarding for wealth management
Orchestrate client classification, suitability assessments and appropriateness checks in one workflow including all required KYC and KYB checks across jurisdictions.
Muinmos helps wealth and asset management firms turn fragmented onboarding steps into one controlled, evidence-backed journey.
Classify clients correctly
Apply the right regulatory classification before advice, execution or portfolio management begins, so downstream checks, disclosures and controls are aligned from the outset.
Assess suitability with confidence
Support suitability decisions with AI insights, reflect client knowledge, experience, objectives and risk profile, and keep a clear record for review and audit.
Check appropriateness across workflows
Run appropriateness checks that fit advisory, discretionary and execution-only journeys, helping teams apply the right level of investor protection without slowing the client experience.
Perform all KYC KYB checks through one system
Identity verification, screening, address verification, corporate data checks and much more - Muinmos offers you a one-stop-shop solution that includes a built-in application and GDPR-compliant, ISO-safe client data storage.
Muinmos helps wealth and asset management firms turn fragmented onboarding steps into one controlled, evidence-backed journey.
Classify clients correctly
Apply the right regulatory classification before advice, execution or portfolio management begins, so downstream checks, disclosures and controls are aligned from the outset.
Assess suitability with confidence
Support suitability decisions with AI insights, reflect client knowledge, experience, objectives and risk profile, and keep a clear record for review and audit.
Check appropriateness across workflows
Run appropriateness checks that fit advisory, discretionary and execution-only journeys, helping teams apply the right level of investor protection without slowing the client experience.
Perform all KYC KYB checks through one system
Identity verification, screening, address verification, corporate data checks and much more - Muinmos offers you a one-stop-shop solution that includes a built-in application and GDPR-compliant, ISO-safe client data storage.
Reduce friction without weakening control
Wealth firms do not just need faster onboarding - they need onboarding that stands up to scrutiny. Muinmos gives compliance and front-office teams a shared workflow for classification, suitability and appropriateness, as well as all KYC and KYB checks, reducing rework, limiting inconsistent decisions, and making every outcome consistent and easy to evidence.
Support multiple service models - advisory, discretionary and execution-only.
Adapt to multiple jurisdictions - without rebuilding the journey each time rules change.
Create an audit-ready record - with decisions, inputs and outcomes captured in one place.
Improve client experience - with fewer handoffs, less duplicate data entry and clearer next steps.
Start onboarding with Muinmos today
Start onboarding with Muinmos today
FAQ
Wealth management client onboarding is the process of bringing a new client into an advisory, discretionary or execution-only relationship. It typically includes collecting client information, completing KYC and AML checks, classifying the client, and carrying out suitability and/or appropriateness assessments before services or products are provided.