• 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.

Same Day Account Funding

Fund accounts in 45 minutes or less, saving time for advisors & clients.

Simplify Client Communication

All documents are consolidated to one package, eliminating multiple e-signature requests.

Quickly Transition New Advisors

Seamlessly transition an advisors' book of business in days vs. weeks.

Eliminate Duplicate Data Entry

Enter information once, and watch as it automatically populates across all forms.

Streamline Reviews

Save time with a consolidated view of the client onboarding package.

Competitive Advantage

Retain top advisor talent and provide a competitive edge in recruitment.

Coming Soon:

Manage Entire KYC Lifecycle

Automated updates for both managed and non-managed accounts.

Unlock Efficiency Now

Same Day 
​Account Funding

Fund accounts in 45 minutes or less, saving time for advisors & clients.



Simplify Client 
​Communication

All documents are consolidated to one package, eliminating multiple e-signature requests.

Quickly Transition 
​New Advisors

Seamlessly transition an advisors' book of business in days vs. weeks.



Eliminate 
Duplicate Data Entry

Enter information once, and watch as it automatically populates across all forms.


Streamline 
​Reviews

Save time with a consolidated view of the client onboarding package.


Competitive ​
​Advantage

Retain top advisor talent and provide a competitive edge in recruitment.



Manage Entire 
​KYC Lifecycle

Coming soon! Automated updated for both managed and non-managed accounts.


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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