MOZAIC Core for
From investor onboarding to portfolio communication — every client relationship tracked, every document secured, every referral source visible.
The Problem
Asset management firms manage high-value client relationships across email, spreadsheets, and disconnected tools. Client onboarding is slow and document-heavy. Communication with investors is fragmented. Referral attribution from advisors and introducers is rarely systematic.
KYC documents, mandates, and agreements circulate via email. Version control is manual. Clients have no visibility into what is outstanding or what has been reviewed.
Portfolio updates, reports, and communications are sent via email chains. There is no branded client space that creates trust and reduces inbound status enquiries.
Advisors, solicitors, and accountants introduce clients — but there is no system attributing which relationships generate the most valuable mandates.
How it works
Prospective clients discover the firm through a professional microsite or referral. Enquiries enter the pipeline with source attribution recorded at the moment of contact.
Once qualified, the client receives a branded portal. Document requests — KYC, mandate, agreements — are sent, tracked, and completed through one organised workflow.
Updates, reports, and messages are delivered via the client portal. Clients stay informed. The firm maintains a complete audit trail of every communication.
If a mandate came via an advisor or introducer, the referral is recorded and attributed. Partner performance is visible — informing where to invest relationship time.
Platform modules
Secure branded portal for document sharing, updates, and direct communication.
KYC, mandate, and agreement requests — tracked, uploaded, and approved in one place.
Enquiry qualification and conversion tracking from first contact to onboarded client.
Firm profile, service overview, and secure enquiry capture — SEO-ready.
Client education — investment strategy guides, market updates, and FAQ resources.
Track which advisor, solicitor, or introducer sourced each mandate — and what it converted to.
Portfolio updates, market commentary, and investor communications.
Confidential client communications stored within the platform with full audit trail.
GDPR-aware by design
EU data residency
Full audit trail
We are selecting early access partners in this vertical. Tell us about your firm and we will be in touch within 48 hours.
