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Reduce Risk,
Cut Costs, Improve Efficiency with
Onboarding and
Client Lifecycle
for Financial
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Standing Settlement Instructions
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Know Your Clients!
Onboarding and KYC Solution

iMeta has been delivering client onboarding and entity data management software to global financial institutions for many years; providing rapid set up & ongoing management of the regulatory and operational data required for trading and settlement processes. Designed for the global capital market activities of wholesale, commercial and investment banks & broker dealers; iMeta understands industry best practices, and encourages highly collaborative working partnerships with its customers.

Assassin client onboarding and lifecycle management for financial institutions.

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Trade ready onboarding whitepaper – Achieve an end to end solution.

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