Step · 01
Identity
Clients verify themselves with ID and a quick selfie — no paperwork back and forth.
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.Yours to rearrange.
Swiss defaults out of the box. Drag to reorder steps, toggle checks on and off, add your own — no engineering.
Drag any card to reorderLong-press a card to move
Step · 02
Risk
Risk score generated automatically from country, ownership and adverse media.
Step · 03
Review
You only see what changed — never re-read the full file.
Step · 04
Onboard
Account activated in minutes. Ongoing monitoring takes over from there.
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
Your data stays in Switzerland
Secure, compliant, and local by default. No third-country transfers to explain to clients or auditors.
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.