Account Opening Software for the Financial Service Industry

OpenAdvantage® is an automated account opening platform that enables financial services firms to increase
operational efficiency, improve client services and reduce costs by providing a superior, personalized account
opening experience. With the ability to configure workflow, questionnaires, forms and business rules,
OpenAdvantage delivers the power of a custom solution without the premium price.

	The dynamic questionnaire acclerates the client onboarding process by only presenting relevant questions.		Mandatory fields are highlighted during the account opening process reducing errors and NIGO scores.		Generate a personalized welcome kit which includes all of the necessary paperwork ready for client signature.

OpenAdvantage can streamline the data gathering, form completion and the approval process through the use of a dynamic questionnaire which presents only relevant questions based on product and client profile. Automated data verification and calculated fields reduce errors and Not in Good Order (NIGO) scores. As well, data entry is minimized
by the ability to import existing client data and suggested default values. Financial services institutions also have the
ability to empower clients to complete the account opening process on-line with the OpenAdvantage Self-Service
module.

The scalable platform, configurable workflows and dynamic forms enable OpenAdvantage to simultaneously support multiple lines of business, for example:

- Discount brokerage, retail brokerage, institutional and mutual funds business supported from the same environment
- Support for multiple languages within a single install
- Clearing firms can configure the questionnaire, workflow, business rules and forms for each correspondent
- OpenAdvantage is compatible with several back-office systems

Learn more about Arius' account opening solutions for:

Clearing Firms

Broker Dealers

PRODUCT HIGHLIGHTS

- Reduce account opening costs

- Accelerate account openings

- Increase NIGO scores

- Improve regulatory compliance