CTO & Co-founder
Four unique views.
Investor Advisor Firm Regulator.
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.
We start by creating a useable pool of client and investment data that is cleansed, structured and liberated to move across the client journey. Our fully customizable API enabled platform, automates key workflows around KYC/KYP suitability, with inviting risk dashboards showing predictive insights from four different views: investor track investment goals, advisors track client status, firms track compliance, regulators are provided with a window into key processes as requested.
Four Eyes Financial clients spend less money and time on customization and integration and more time leveraging the benefits of tomorrow’s technology, today.