Consulting Firms

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Streamline your compliance processes with a purpose-built platform that eliminates manual verification work. Maintain comprehensive client records, automate routine checks, and ensure your practice meets regulatory requirements while reducing administrative burden.

 

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How Platforma365 Transforms Compliance for Consulting Firms

Our platform provides consulting firms with powerful tools to automate client verification, streamline document collection, and maintain comprehensive compliance records. With customizable workflows and intuitive dashboards, Platforma365 reduces the time spent on administrative tasks while ensuring complete oversight of all compliance processes.

Secure your business and stay compliant 365 days a year.

Why Choose Platforma365 Optimized Solutions?

Operational Efficincy

Stay Compliant

Zero-Friction Onboarding

Robust Workflows

Why Choose Platforma365 Optimized Crypto Solutions?

Operational Efficincy

Stay Compliante

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Consulting Firms

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Industry Q&A

How quickly can we onboard new merchants?

Our automated platform reduces onboarding from weeks to hours, with instant verification, automated document management, and simultaneous risk assessment – all while maintaining strict compliance standards.

Yes, we offer comprehensive training to ensure your team gets the most out of our platform. Each subscription includes two complimentary training sessions to get your team up and running quickly. For new team members who join later, additional training sessions can be arranged. 

Absolutely. Create tailored workflows based on client industry, risk level, or specific requirements. Our platform adapts to your firm’s methodology while automating routine compliance tasks.

Yes, consulting firms can use Platforma365 to share documents securely with clients and collect digital signatures. This streamlines your document workflow, creates a clear audit trail, and eliminates the need for separate document signing tools. All signed documents are automatically stored within the client’s profile for future reference, ensuring complete documentation of your client engagements.

We offer continuous screening against global sanctions lists, PEP databases, and adverse media. The system tracks all changes, maintains a complete audit trail, and sends instant alerts for any significant updates.

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