Client Onboarding

Manage the entire client onboarding process from the investor categorisation process through to Anti Money Laundering (AML) and Know Your Customer (KYC) verifications.

Client Onboarding Module

With Quva's Client Onboarding Module you can customise your client onboarding process to provide fast, seamless experience. From investor categorisation through to Anti Money Laundering (AML) and Know Your Customer (KYC) verifications, Quva ensures you can deliver a fully compliant process.

Streamline Your Investments

Here's what you can do with our Client Onboarding feature:

Streamline client onboarding
Native Anti Money Laundering (AML) checks
Native Know Your Customer (KYC) checks

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Custom Pipelines

With no limitations on the number of pipelines, stages or deals within them, Quva's custom pipelines allow you to manage your workflow with ease.

Opportunity Transactions

Quva allows you to manage, view and distribute opportunities, enabling your investors and limited partners to transact via their secure and dedicate client portal.

Client CRM

Streamline deal-sourcing activities with one centralised location for deal information in order to easily track deal financial performance and manage due diligence processes including deal expenses.

KPI Dashboard

Automatically produce industry-standard reports and custom templates, in order to seamlessly share information with key stakeholders.

Investor Portal

White-labeled in your own brand colours, Quva's client portal allows your investors to securely login to transact and monitor investment opportunities.

White-label Solution

Quva's white-label solution allows you to edit the look and feel of your platform, enabling you to showcase your company brand.

Updated within the settings area in seconds, you can update things like the colour scheme, upload logos as well change the terminology to suit your exact needs.

Made by Investment Professionals for Investment Professionals

The team transforming alternative investments

Behind every great product, is an even better team. Meet the talented folk who have thought of, designed, and continue to develop Quva into the unparalleled solution it is today.

Meet the Team

Who we work with