Start client take-on
Capture the basics to begin. Kyvera handles the existing-plan data gathering and the Letters of Authority. Fact-find, risk profiling and suitability stay with you.
The same client details get re-keyed into several systems before any real work starts.
~10 mins of adminCaptured once, then reused across every step that follows.
Entered onceClient verifies, lists plans and signs, once
Eleanor gets a single secure link. She verifies her ID, lists the plans she holds and signs a digital Letter of Authority in one session. No PDF emailed back and forth, no printing, no posting.
Chasing the client to print, sign and post a paper LoA, sometimes more than once.
~25 mins + days of waitingClient verifies, lists plans and signs in one online session on their phone.
0 adviser minutesConfirm the providers to contact
Kyvera takes the plans the client listed, or a recent statement you import, and structures each one ready for a Letter of Authority. You review and confirm the list. Nothing is assumed.
Piecing together which provider holds what from old paperwork and half-remembered details.
~20 minsPlans listed by the client, structured and ready for you to confirm.
A quick reviewSend every LoA in one click
Digital Letters of Authority go to each provider in standards format at once. For providers that have adopted the Criterion standard this is instant. Each one is tracked individually, so nothing sits in a drawer waiting to be chased.
Printing, posting or emailing each LoA one by one, then chasing for acknowledgement.
~45 minsEvery LoA sent at once in standards format, each one tracked automatically.
One clickTwo ways in, no dead ends
Providers on the Criterion standard return structured data instantly. For the ones not yet on it, Kyvera sends a tracked request and chases it for you, so the gaps are handled rather than left to fall through.
Phoning and emailing every provider for weeks, then re-keying whatever comes back by hand.
~2.5 hrs + weeks of waitingOn-standard providers return instantly, and the rest are requested and chased automatically.
0 adviser minutesOne complete client position
Everything reconciled into a single view. The adviser sees Eleanor's whole position, with values and charges, without typing anything into a back-office system.
Stitching statements and emails into a spreadsheet to see the full picture.
~1.25 hrsEverything reconciled into one complete client position, ready to read.
Nothing to compileKYC, CDD and EDD, audit-traced
Identity was verified when the client signed at step 2. These checks run against the unified record, log a full audit trail for the FCA, and surface anything that needs a human for the compliance lead rather than waving it through.
Running AML and ID checks across separate tools, then saving the evidence by hand.
~40 minsChecks run automatically with a full audit trail logged, exceptions flagged for review.
Exceptions onlyThe record lands in the system you already use
No rekeying. The clean, structured client record pushes straight into your existing back-office system, so you keep your CRM and your workflow while Kyvera does the plumbing underneath.
Eleanor is onboarded
Complete position, compliance checks and audit trail, all in her record in Intelliflo.