Onboard investors on the channels they actually use.
High-value clients don’t log into your portal — but they do reply on WhatsApp and Email. Xenora sends a clean onboarding checklist where your investors already live, validates each upload, and keeps compliance audit-ready.
What You Can Do
Built around how wealth management teams actually work — collect, validate, track, close.
- Onboarding, periodic KYC refresh, and FATCA/CRS workflows
- WhatsApp & Email delivery — meets HNI clients where they are
- AI validates ID, address, income, and tax-residency proofs
- Per-investor workspace with full activity trail
- Tiered reminders that respect senior-client relationships
- Templates per investor type — individual, NRI, HUF, family office
Common Documents
Pre-built checklists cover the documents you collect every day. Customise any of them in minutes.
- PAN, Aadhaar, passport, OCI card
- Address proof (Indian and overseas)
- Income and net-worth documentation
- Tax-residency declarations (FATCA / CRS)
- Source-of-funds declarations
- Nominee and beneficiary documentation
How It Works
Four steps — from request to a clean, audit-ready record per client.
Pick or build a checklist
Start from a pre-built template or build a custom checklist for any client requirement.
Send on WhatsApp & Email
Add the client, set a deadline, hit send. No login required for the client.
AI validates every upload
Document type, legibility, completeness, and key fields — flagged before your team opens it.
Review, approve, archive
Your team reviews exceptions, approves, and archives — with a full audit trail per client.
Frequently Asked
Quick answers for wealth management teams.
Does it work for NRI and overseas investors?
Yes — WhatsApp and Email both work globally. Templates support overseas address proofs, tax residency, and OCI documentation.
Can advisors brand the request with their name?
Yes — investor sees the request from the advisor; firm sees the consolidated workspace.
Is this audit-ready for compliance?
Every document, validation, and approval is timestamped and exportable per investor.
Wealth onboarding, on their channels.
AI-validated paperwork, audit-ready records, no portal nags.