Kendall McmenamonCTO & Co-founder
CTO & Co-founder
Investment firms count on Four Eyes to increase the wow-factor and decrease the cost-factor of meeting client and regulatory demands.
Today’s technology ecosystem is changing and will continue to change at a rapid pace. Four Eyes enables firms to release enhanced technology tools to improve the client, advisor, firm experience ahead of their competition.
They start by creating a useable pool of client and investment data that is cleansed, structured and liberated to move across the client journey. Their fully customizable API enabled platform automates key workflows around KYC/KYP suitability, with a risk dashboard showing predictive insights from four different angles: the investor track (investment goals), the advisors track (client status), the firms track and compliance.
This ensures clients spend less money and time on customization and integration, and more time leveraging the benefits of tomorrow’s technology, today.