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Wealth Management Technology

Wealth Management Technology

8
Minute Read
May 7, 2024
Customer Identification With Under.io

Customer Identification With Under.io

Minute Read
May 7, 2024
PDF Merger

PDF Merger

9
Minute Read
May 7, 2024
Effective Risk Management and Assessment

Effective Risk Management and Assessment

7
Minute Read
May 7, 2024
Payment Facilitation

Payment Facilitation

10
Minute Read
May 7, 2024
ISO vs ISV

ISO vs ISV

9
Minute Read
May 7, 2024
Consolidate Your Tools as a Broker

Consolidate Your Tools as a Broker

6
Minute Read
May 7, 2024
Business Automation Software

Business Automation Software

8
Minute Read
May 7, 2024
Customer Onboarding Financial Services

Customer Onboarding Financial Services

11
Minute Read
May 7, 2024
Data Collection for Brokers

Data Collection for Brokers

7
Minute Read
May 7, 2024
How to Combine PDF Files

How to Combine PDF Files

11
Minute Read
May 7, 2024
DocuSign Login

DocuSign Login

10
Minute Read
May 7, 2024
Fighting Fraud while Investing in Inbound Marketing

Fighting Fraud while Investing in Inbound Marketing

8
Minute Read
May 7, 2024
Client Onboarding Financial Services

Client Onboarding Financial Services

14
Minute Read
April 2, 2024
Electronic Signature Providers

Electronic Signature Providers

8
Minute Read
March 31, 2024
Alternatives to Jotform

Alternatives to Jotform

8
Minute Read
March 22, 2024
Upgrade Jotform

Upgrade Jotform

14
Minute Read
March 22, 2024
JotForm Competitors

JotForm Competitors

11
Minute Read
March 19, 2024
Power of KYC

Power of KYC

9
Minute Read
March 18, 2024
Digital Customer Onboarding

Digital Customer Onboarding

11
Minute Read
March 15, 2024
Frictionless Digital Onboarding

Frictionless Digital Onboarding

11
Minute Read
March 12, 2024
Power of KYB

Power of KYB

7
Minute Read
March 11, 2024
Merchant Onboarding

Merchant Onboarding

12
Minute Read
March 8, 2024
KYC vs KYB

KYC vs KYB

13
Minute Read
March 5, 2024
Multi Factor Authentication Benefits

Multi Factor Authentication Benefits

8
Minute Read
March 4, 2024
TIN Number

TIN Number

11
Minute Read
March 1, 2024
EIN lookup

EIN lookup

10
Minute Read
February 27, 2024
How Can Plaid Help My Business?

How Can Plaid Help My Business?

8
Minute Read
February 25, 2024
What is a Customer Identification Program

What is a Customer Identification Program

8
Minute Read
February 23, 2024
Instant Check Verification Online

Instant Check Verification Online

10
Minute Read
February 20, 2024
Machine Learning Affect on Underwriting

Machine Learning Affect on Underwriting

7
Minute Read
February 19, 2024
What is a KYC?

What is a KYC?

14
Minute Read
February 16, 2024
What is a KYB?

What is a KYB?

14
Minute Read
February 16, 2024
How ISOs can compete with Aggregators

How ISOs can compete with Aggregators

8
Minute Read
February 12, 2024
Alternatives to Agreement Express

Alternatives to Agreement Express

9
Minute Read
February 9, 2024
Customer Onboarding Metrics

Customer Onboarding Metrics

13
Minute Read
February 6, 2024
Centralized Reporting and Decisioning for Financial Services Companies

Centralized Reporting and Decisioning for Financial Services Companies

8
Minute Read
February 5, 2024
KYC Platforms

KYC Platforms

9
Minute Read
February 2, 2024
Ways to Verify Identity

Ways to Verify Identity

12
Minute Read
January 30, 2024
Save on your Underwriting tools with Under

Save on your Underwriting tools with Under

11
Minute Read
January 29, 2024
What is FinTech?

What is FinTech?

7
Minute Read
January 26, 2024
What is LexisNexis?

What is LexisNexis?

14
Minute Read
January 23, 2024
How Can My Customers Sign Online

How Can My Customers Sign Online

8
Minute Read
January 19, 2024
Free Template for Contract Agreement

Free Template for Contract Agreement

13
Minute Read
January 18, 2024
How to Add E-Signatures to PDFs: A Comprehensive Guide

How to Add E-Signatures to PDFs: A Comprehensive Guide

7
Minute Read
January 16, 2024
Add Signature to a Document

Add Signature to a Document

8
Minute Read
January 12, 2024
How to collect signatures electronically

How to collect signatures electronically

9
Minute Read
January 11, 2024
Plaid Free

Plaid Free

7
Minute Read
January 10, 2024
Online Identity Services

Online Identity Services

9
Minute Read
January 9, 2024
Pros and Cons of Agreement Express

Pros and Cons of Agreement Express

11
Minute Read
January 8, 2024
Ensuring Trust and Success: How to Verify Merchant Cash Advance Customers Online

Ensuring Trust and Success: How to Verify Merchant Cash Advance Customers Online

11
Minute Read
January 2, 2024
Alternatives to Ninja Forms

Alternatives to Ninja Forms

10
Minute Read
January 2, 2024
What is Digital Account Opening

What is Digital Account Opening

8
Minute Read
January 2, 2024
Move Data Across Wealth Managment Applications

Move Data Across Wealth Managment Applications

7
Minute Read
January 2, 2024
Top Software for Payments companies

Top Software for Payments companies

10
Minute Read
January 2, 2024
Customize My Online Sign Up Process

Customize My Online Sign Up Process

9
Minute Read
January 2, 2024
Sign Up My Cash Advance Customers Online

Sign Up My Cash Advance Customers Online

10
Minute Read
December 13, 2023
Create Customers Online

Create Customers Online

12
Minute Read
December 12, 2023
Stop Fraud on my Website

Stop Fraud on my Website

Minute Read
December 8, 2023
Can a Wet Signature be Electronic

Can a Wet Signature be Electronic

9
Minute Read
December 7, 2023
Move Data Across Merchant Cash Advance Applications

Move Data Across Merchant Cash Advance Applications

10
Minute Read
December 6, 2023
Adobe Acrobat Alternative

Adobe Acrobat Alternative

9
Minute Read
December 5, 2023
Sign up My Lending Customers Online

Sign up My Lending Customers Online

13
Minute Read
November 29, 2023
Alternatives To DocuSign

Alternatives To DocuSign

13
Minute Read
November 28, 2023
Move Data Across Lending Applications

Move Data Across Lending Applications

9
Minute Read
November 22, 2023
Top 10 Payments Companies

Top 10 Payments Companies

15
Minute Read
November 21, 2023
Hellosign vs Docusign

Hellosign vs Docusign

12
Minute Read
November 17, 2023
Merchant Account Sign up Online

Merchant Account Sign up Online

13
Minute Read
November 15, 2023
Move Data Across Payment Processing Applications

Move Data Across Payment Processing Applications

9
Minute Read
November 14, 2023
Verify My Payment Processing Applications

Verify My Payment Processing Applications

Minute Read
November 10, 2023
No Code Software

No Code Software

12
Minute Read
November 9, 2023
Automated Underwriting

Automated Underwriting

13
Minute Read
November 8, 2023
Customize my Wealth Management Applications

Customize my Wealth Management Applications

11
Minute Read
November 7, 2023
Digital Application

Digital Application

8
Minute Read
November 1, 2023
Underwriting Software

Underwriting Software

14
Minute Read
October 30, 2023
Online Banking Advantages

Online Banking Advantages

6
Minute Read
October 27, 2023
Payment Processing Software

Payment Processing Software

14
Minute Read
October 26, 2023
App to turn documents into pdf

App to turn documents into pdf

9
Minute Read
October 25, 2023
Online Identity Verification Service

Online Identity Verification Service

11
Minute Read
October 25, 2023
Merchant Agreement

Merchant Agreement

8
Minute Read
October 25, 2023
Online Forms

Online Forms

8
Minute Read
October 25, 2023
Identity Verification

Identity Verification

12
Minute Read
October 25, 2023
Wet sign a document

Wet sign a document

6
Minute Read
October 25, 2023
Financial Forms

Financial Forms

8
Minute Read
October 25, 2023
Essentials to Making an Effective Online Form

Essentials to Making an Effective Online Form

8
Minute Read
October 25, 2023
Under.io Helps SMB Global Expands Payment Opportunities

Under.io Helps SMB Global Expands Payment Opportunities

11
Minute Read
October 25, 2023
How Do We Modernize International Payments?

How Do We Modernize International Payments?

7
Minute Read
October 23, 2023
Understanding the Opportunities of High Rsk Merchant Accounts

Understanding the Opportunities of High Rsk Merchant Accounts

6
Minute Read
October 19, 2023
Offering Digital Account Opening | The New Norm for ISOs & Agents

Offering Digital Account Opening | The New Norm for ISOs & Agents

11
Minute Read
October 19, 2023
Is Plaid Secure?

Is Plaid Secure?

10
Minute Read
October 19, 2023
ISOs have evolved…have you?

ISOs have evolved…have you?

9
Minute Read
October 19, 2023
Payment Facilitators’ Role in the Payment Space

Payment Facilitators’ Role in the Payment Space

8
Minute Read
October 19, 2023
Selling Online: Merchant Accounts

Selling Online: Merchant Accounts

9
Minute Read
October 19, 2023
How Can We Improve Financial Inclusion?

How Can We Improve Financial Inclusion?

8
Minute Read
October 19, 2023
How Can You Prevent Fraud?

How Can You Prevent Fraud?

5
Minute Read
October 19, 2023
How can ISOs compete with Stripe?

How can ISOs compete with Stripe?

7
Minute Read
October 19, 2023
How Blockchain is Transforming Banking

How Blockchain is Transforming Banking

9
Minute Read
October 19, 2023
Ensuring Your Company Can Evolve

Ensuring Your Company Can Evolve

7
Minute Read
October 19, 2023
Financial Services for Rural Communities

Financial Services for Rural Communities

8
Minute Read
October 19, 2023
Create Electronic Signature

Create Electronic Signature

9
Minute Read
October 19, 2023

Create More Customers in Minutes

Operations create & share apps in 2 mins

Add your logo, update pricing,  embed, and share a template within minutes.

Sales Teams create 32% more customers

Conditional logic to help you minimize the number of questions. Map data to multiple PDFs with 1 click.

Underwriters remove up to 7 different vendors

All underwriting integrations can be run from the Customer Record within the Under platform.

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