Our Mission
We believe client onboarding
should be effortless and automated
Contact us
One Canada Square
London E14 5AB
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Microsoft Accelerator
We’re happy to announce that we’re joining the startup track of the London Accelerator (Cohort 8).
Version 2.0 Release
Complete with handwriting recognition and mobile interface, we’ve re-imagined client-facing onboarding for wealth management.
St James's Place Launch
We’re pleased to announce the start of the St James’s Place proof of concept trial on Digital Clipboard's new generation onboarding app.