• Level Up Onboarding

    Build client confidence, excite advisors, and fund accounts faster.

    Rescue Your Reputation

Level Up Onboarding

Build client confidence, excite advisors, and fund accounts faster.

Rescue Your Reputation

Join our clients in effortless onboarding. Your success story starts here.

Join our clients in effortless onboarding. Your success story starts here.

Unlock Efficiency Now
Unlock Efficiency Now

Four Eyes vs.
​Competitors

Your reputation matters. Build credibility with your customers and see why leading wealth firms are choosing Four Eyes.

Book a Demo
Feature  Four Eyes   Others
DocuSign Integration
 Pre-Population Of Data
Multiple Docs To Single Package
 Bulk Upload Contacts
 Risk Tolerance Profiler
 View, Edit, Cancel Packages
 Exceeds:  Meets:  Not Available: 

Four Eyes vs.
​Competitors

Your reputation matters. Build credibility with your customers and see why leading wealth firms are choosing Four Eyes.

Book a Demo
FeatureFour Eyes Others
DocuSign Integration
 Pre-Population Of Data
Multiple Docs To Single Package
 Bulk Upload Contacts
 Risk Tolerance Profiler
 View, Edit, Cancel Packages
 Exceeds:  Meets:  Not Available: 

Seamless Integration, 3 Easy Steps

4ms (Forms): Digital Onboarding & KYC Maintenance

Data Integration
  • Ingest client's end of day files
  • Populate data into client's environment
Forms Mapping
  • Connect client to DocuSign
  • Mapping the firm's specific forms
Direct To Custodian
  • API to the custodian
  • Same day account funding after approval
Start Your Journey Today

Seamless Integration, 
3 Easy Steps

4ms (Forms): Digital Onboarding & KYC Maintenance

Data Integration
  • Ingest client's end of day files
  • Populate data into client's environment
Forms Mapping
  • Connect client to DocuSign
  • Mapping the firm's specific forms
Direct To Custodian
  • API to the custodian
  • Same day account funding after approval
Start Your Journey Today

Testimonial

"4ms enables an advisor's book of business to transition in days versus weeks. We prioritize technology that adds value to our partners and clients, and Four Eyes delivers."


David Wilson, Senior Vice-President, Operations

Wellington-Altus Private Wealth Inc.

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