Bring client-permissioned financial data into the onboarding journey.
Connect supported financial-data services to reduce manual statement handling and give advisers a fuller view of each client's finances.
- Chequing accountConnected
- Savings accountConnected
Recurring activity detected
- Payroll deposit+$2,140
- Rent$1,850
- Car loan$412
- Short-term lenderReview
Fewer statements to chase and re-key.
When a client connects an account through a supported provider, transactions flow into the same record as their answers and documents.
- Client-permissioned financial data
- Supported provider integrations
- Transaction and account information
- Income and recurring-payment patterns
- Account activity for adviser review
- Workflow triggers from connection status
- Combined view with questionnaire answers
- Built for Canada's evolving open banking landscape
Banking data becomes part of the client's story.
Financial information sits alongside documents and client answers, in the same review workflow.
Connect
Clients link accounts through an integrated provider flow in the portal.
Analyze
Permitted data feeds your configured financial review process.
Review
Advisers stay in control of interpretation and decisions.
See how FastDox would work for your team.
We'll shape the demo around your current process, required checks and the systems you already use.