Transform
Onboarding
with Intelligent Automation
The platform that combines the speed of AI with human expertise for effortless onboarding
The CARE Framework
An innovative approach that turns complexity into clarity
Collect
Extract and connect data from documents in minutes without manual work. AI automatically structures information and identifies relationships.
Assess
Automated compliance screening and risk analysis. AI evaluates against your requirements and highlights areas requiring attention.
Review
AI-generated summaries and decision-ready documentation. Your team validates findings and makes final decisions with complete transparency.
Engage
Auto-generate contracts, letters, and documentation tailored to your workflows. Complete materials ready for signature in minutes.
Powerful Features, Effortless Experience
AI-powered automation that works behind the scenes, so you can focus on what matters
Intelligent Processing
Automatically extract and validate data from any document. AI agents understand context and relationships and use that to structure data reliably.
Human-in-the-Loop
While AI handles the heavy lifting, you stay in control. Review, approve, and override decisions with full transparency into the reasoning.
Assessment Automation
Define assessments using natural language instructions. AI identifies and evaluates criteria based on your policies, no complex BPMN diagrams required.
Relationship Mapping
Visualize complex entity relationships automatically. Understand beneficial ownership and detect potential conflicts instantly.
Document Templating
Auto-generate contracts and letters from collected data. Templates populate instantly with collected information, eliminating manual work.
Task Automation
Focus on getting the work done and leave the coordination to AI. Agents work silently in the background and involve you only when necessary.
The Best AI is Invisible
CARE agents eliminate the tedious work and put you back in the driver's seat. You keep control. The manual work disappears.
What are you Onboarding Today?
CARE intelligently adapts to the needs of every onboarding process
Clients
- ✓Private Clients
- ✓Corporate Clients
- ✓Institutions
Investments
- ✓Private Equity & Venture Capital
- ✓Depositary Assets (Verification)
- ✓Periodic Reassessments
Funds & Vehicles
- ✓Investment Funds
- ✓Special Purpose Vehicles (SPVs)
- ✓Fund Counterparties
Investors
- ✓Retail investors
- ✓Institutional Investors
- ✓Capital Call Participants
Vendors & Distributors
- ✓Service Providers
- ✓IT & Operational Suppliers
- ✓Fund Distribution Partners
Anything Else
- ✓Employees
- ✓Directors & Officers
- ✓Any other counterparty