Digital Clipboard

Workflow automation for client facing advisors.

  • Stage Full Product Ready
  • Industry Fintech
  • Location London, United Kingdom
  • Currency GBP
  • Founded January 2013
  • Employees 4
  • Incorporation Type C-corp
  • Website digitalclipboard.com

Company Summary

A tablet app for financial advisors that bring together KYC, Fact Find & Workflow automation into one beautifully simple app.

We make financial advisors more effective by providing the workflows, speed and personalisation needed for digital first Fact Finding during client meetings.

We generate revenue through SaaS subscriptions and commissions on provider transactions.

Team

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