Step · 01
Identity
Clients verify themselves with ID and a quick selfie — the applicant, every owner and every signatory, each with their own link.
Platform · 02
Aplatformbuiltbyofficers,
forofficers.
Most compliance software is a database with a form on top. Acertix is a workflow, a memory, and an auditable system of record — in one continuous interface.
02 / Your workflow
Fourdefaultsteps.Shaped around you.
Swiss defaults out of the box. Rearrange the steps, switch checks on and off, add your own — then we configure and validate your flow with you as part of onboarding.
Drag any card to reorderLong-press a card to move
Step · 02
Research
Sanctions, PEP, criminal and adverse-media research on every person behind the entity. Findings come back graded by severity, with sources.
Step · 03
Review
Every step arrives with an AI recommendation and the evidence behind it. Your officer decides; the decision is signed and logged.
Step · 04
Onboard
Documents e-signed, the case closed, and the whole file preserved in a hash-chained audit log you can hand to an auditor.
Try it right here
Reorder, toggle, add your own checks. This is a preview — your real workflow is configured with us during setup, with the same freedom.
Capabilities · 03
WhyfirmschooseAcertix
Benefits for you, for the clients you onboard, and for how your firm looks to the outside world.
01
For you
Less manual work
Intake, screening, and records run themselves. You review and approve, instead of chasing documents.
02
For you
Defensible by default
Every check, every decision, every document — recorded automatically. Audits become a one-click export.
03
For your clients
A few simple steps, not a paperwork marathon
Your clients onboard themselves in minutes through a clean, guided flow — no endless forms, no email back-and-forth.
04
For your clients
No more "can you send that again?"
Documents and information are captured once, securely, and reused across the file. Your clients are asked for things once.
05
For your firm's image
Look modern to clients and regulators
A polished, digital onboarding experience signals that your firm is up-to-date — not stuck in PDFs and email chains.
06
For your firm's image
Hosted in the EU, disclosed in full
Frankfurt hosting under GDPR and FADP, with every sub-processor named and every access recorded. Nothing to reconstruct when an auditor asks.
07
For your firm's image
Built around you
Missing something? AI-assisted development lets us adapt the tool to your workflow fast — no six-month feature backlog.
Startinminutes.
Use the proven Swiss defaults, or bring your own AML process — we'll adapt it for you. Spin up a free screening on your own data. No procurement gymnastics, no sales call required.