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Data Gathering
Hello! What are your firms using for data gathering? We would like to collect the data and have the client attest or sign the information is true and valid. I know this information is entered in the CRM and I know it is entered in the custodian’ platforms for account opening as well but we would like to store that date gathering signed document on our side (not the custodian’ platform). Thanks.
1 like • Sep 3
@Lauren Bernal - I know this topic is a couple of months old. If you are still evaluating solutions, please take a look at Flextract as well (disclosure: I am the founder).
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Rajesh Jayaraman
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@rajesh-jayaraman-6012
Founder of Flextract. Data gathering and document analysis AI tool to speed up new client onboarding.

Active 14h ago
Joined Sep 3, 2025
New York
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