The complete digital wealth platform

Everything you need in one place to successfully deploy digital wealth management propositions to new and existing clients.

Better client experience

Improve client experience and expand your appeal to bring on the next generation of digitally native users.

Configurable for any use case

Support for a wide range of product types and services. Connect can be used across different business lines.

Quick to deploy

Leverage Tiller’s pre-built systems and workflows to deploy and launch digital wealth proposition at speed.

Increased efficiency

Real-time access to services and information digitally. Self-serve and secure - Connect reduces the administrative work for your team.

Our solution.

Connect

Connect is an award-winning digital wealth solution that provides a seamless series of sophisticated modular services delivered in a unique and engaging user interface. Services include automated client onboarding, automated portfolio and product selection, a feature-rich client portal and dynamic analytics & reporting tools.

Digital Onboarding

Sign up anyone, at any time from anywhere, securely. Our onboarding module, Onboard is a secure scalable system to collect, check and verify customer information digitally.

Automatically run AML and KYC processes in seconds - no more paperwork or form filling for you or the client. Remove the need for face-to-face processes via remote client self-serve.

Account creation

Out the box, workflows to create various account types depending on the product, client type and mandate. Guided steps take the user through the account opening process to securely input personal information online.

account creation

Product selection and suitability

A robust selection process to identify attitude to risk and check product suitability. Client facing and self-serve, the tools and questionnaires automatically match a client to a risk level and validate if a product is suitable given the client's circumstances.

suitability

attitude to risk

Client portal

Secure multi-device applications for clients to view and action changes to their accounts. It is fully featured, allowing 24/7 access to interface with all elements of their account.

client portal

report generator

Account management

Manage client activities and processes through the comprehensive operations portal. The operations portal provides automation and oversight to complex administrative processes. Immediately see the status on all client accounts and action changes as necessary.

Investment Management

The Construct set of services powers investment Management—a unique suite of quantitative tools designed to monitor client portfolios suitability. Automate portfolio suitability monitoring, rebalancing and optimisation.

Digital Onboarding

Account creation

Product & suitability

Suitability

Attitude to risk

Client portal

Secure multi-device applications for clients to view and action changes to their accounts. It is fully featured, allowing 24/7 access to interface with all elements of their account.

Client portal

Report generator