Veridate Financial Limited (Veridate) provides client onboarding solutions for a variety of financial services participants with COBA, its fully integrated end-to-end digital client onboarding application. The solution offers a step-change in regulatory control and efficiency through workflow re-engineering and digital automation. They also provide an integrated fund accounting solution for private wealth managers and consolidated reporting for family offices, though a unique relationship, with an award-winning and proven technology provider.
Veridate is a technology-heavy, infrastructure-light financial services firm that addresses the ability to scale and grow. Their proprietary, Digital Client Onboarding Solution, COBA, drives short-term results and fuels their longer-term Fund Administration and Consolidated Reporting (FACR) annuity business.
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