Full-visibility and total control of your entire client portfolio — combined with key metrics and insights including client risk profile.
Literally everything you need to know and remember about your client entities. Shareable and dynamically refreshed —making it easy to collaborate securely with selected external parties.
Detailed Director & Shareholder Profiles — built for due diligence and KYC processes, and effective for stakeholder relations.
Every activity, every stakeholder, everything that has occurred for a client entity — organised by timeline, and easily searchable.
A single source of truth — on corporate structures and ownership; and a never-evolving management tool for effective management of client entities and subsidiaries.
All client communications and related jobs in one place. Easily convert messages to tasks, and onboard new project members.
1
End-to-end project tracking keeps you in total control. With document-generation tools integrated into your workflow, your tasks will simply complete themselves!
2
Manage resolutions, signatures and records of assets. Smart Tags make it easy for you to find and organise documents. E-signature and secure-sharing features enable you to collaborate without ever leaving the platform.
3
You’ll never forget a thing — with automated audit trails that remember everything for you; and secure client notes that you can share with your team, or leave private.
4
24/7 client support is now possible, with a self-service client dashboard that gives them direct access to their entity details.
Reduce all routine tasks and client communication to a single click. And with document-generation tools integrated into your workflow, your tasks will simply complete themselves!
Automate and simplify all client communication — with reminder rules you can set, and message templates that save you time writing, copying and pasting.
Automate client-onboarding and company formation like a pro. Starboard’s incorporation tool is a form, and a customer onboarding script on steroids. It impresses clients, while saving you time and needless data-entry.
Integrations that make life easier for you and your clients. Incorporate a company confidentially, conduct due-diligence in minutes, and extract detailed entity profiles from ACRA at a click of a button.
Keeping clients up-to-date on your expanding capabilities has never been easier — with a ‘Marketplace’ feature that showcases your comprehensive list of value-add services. It’s like selling, without selling.
Guided Onboarding. Try It Free for 30 Days. Cancel Anytime.
© 2022 . Starboard Pte Ltd