Every application, switch and redemption runs through validated online forms — with paper captured by AI-assisted OCR, identity screened in the AML/CTF portal, approvals cleared in a workflow queue, and the whole operation visible on a live dashboard. Members also get their vault, calculators and real-time valuations here.
Statements and documents in one place, with controlled sharing to advisers and partners.
Scenario tools that pre-fill the forms — so modelling and application are one motion, not two.
Real-time position and valuation data surfaced straight into the member portal.
A submission is never trusted on face value. It's validated at entry, screened for AML/CTF, and cleared through an approvals queue before it becomes an instruction the integration layer will act on.
Paper and handwritten forms are read by AI-assisted OCR and folded into the same validated pipeline as digital submissions.
Apply, switch and redeem journeys with validation built in — errors caught before they reach operations, not after.
KYC and screening on every applicant, with backoffice review routed in from partner and agent access alike.
An operations queue where cases are cleared, escalated or returned — producing the validated instruction that flows to the STP engine.
A live operations dashboard — volumes, bottlenecks and completion rates across every journey.
Forms are validated the moment they're filled, and paper is captured the same way — so the workflow queue receives clean, screened cases rather than rework. The analytics dashboard shows exactly where time is spent.
StreamlineID ✕