Build your digital solution quickly
Manage operation work simply
Build your digital solution quickly
Manage operation work simply
Heiso's wealth management solution streamlines the complex operational processes and workflows, increasing staff productivity. Our extensive modules cover every aspect of client onboarding journey, from invitations, CTC/KYC integration to subscription management, each customized to align with your business logic and meet the diverse needs of stakeholders.
What we offer?
We offer Integrated KYC Process, Investor Portal, Customized Investment Portal, and Digital Token Subscription. Click and see more details
Integrated KYC Process
Client Portal 
Customized module
Digital SubscriptionFeatures
Online/Offline Channel
Streamlines the KYC process across various channels
CTC
Integrate CTC provider's API to automate the verification flow.
Notification
Set alerts when the KYC journey await completion.
Features
Multi Category
Classify different assets into different categories and subcategories.
Dataroom
Investment materials available through a secure, well-structured data room.
Compliance
Configure the system to comply with your asset marketing regulation.
Features
White label
White label and configurable to enhance your brand identity.
Multi language
Language support available for English, Japanese and Chinese.
Security
We offer two-phase authentication for protection, and centralized server access to ensure secure and controlled data management.
Features
Autofill
Populate DocuSign documents with data collected from our platform.
DocuSign
Integrate the DocuSign's API to generate the electronic agreement for sign-off.