Our Blog

Display processor data in the Client File

Processor data

In addition to generic data, some custodian banks have additional questions before a client can open an account. If a client wishes to switch from one custodian bank to another, these additional questions still need to be answered. These questions are now included in the Client File so that clients can quickly and easily switch from one custodian bank to another without having to go through a whole new onboarding process. Professional users can then switch the processor’ in the Client File without any problems.

Subscribe to the Blanco newsletter

Subscribe to receive the latest Blanco news, articles and event invites.

Ask us anything about our solutions or our pricing

Contact us via the phone number above or contact Blanco team members directly, by visiting our contact page:
Contact us

Experience our technology yourself

Book a free online demonstration with one of our team members now:
Book a demo