Account Management
The easiest way to manage Client Data
The Re:Luna platform provides you with all the tools you need to gather all your client information and documents in one convenient place. This will help your team manage clients more efficiently and free up valuable time for other tasks.
Our solution can help organize client documents and sensitive information, ensuring compliance with relevant regulations and keeping track of client requests.
Features
KYC
Streamlined Know-Your-Client (KYC) process
Documents
Store Client Docs
Access
Dedicated access to client information management system
Client Requests
Control Client Request workflow
How it works?
Create client account
Difficult structure?
No problem!
Create several related client accounts
Add Client Documents
Upload client documents to their account, download them when necessary. All documents stored on AWS.
Transfer client requests
Manage client requests directly from the account page and assign it to the responsible manager with real-time
