Actarius helps back-office teams process client documents faster, prepare structured client dossiers, and move cases to compliance or risk review with less manual work
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Actarius turns scattered client documents into structured files, helping teams reduce manual work and prepare dossiers for compliance or risk review
Identifies document types and organizes them into the right client file structure
Accepts and processes incoming documents from various sources and formats
Pulls structured data fields from unstructured document content
Flags missing documents, duplicate files, incomplete fields, and other review blockers
Applies your organization’s predefined onboarding and risk criteria
Prepares a structured client dossier with statuses, extracted fields, and source traceability
Instead of manually sorting documents and copying data across systems, the back-office manager gets a prepared client file with the key information already structured
Upload the full client document package in one place, so every file is ready for automated processing, classification, and review
Actarius identifies document types, extracts required client data, and organizes key fields into a consistent, structured format
Missing documents, duplicated files, incomplete data, and other issues are highlighted before the case moves to the next step
A structured client dossier is prepared with document statuses, extracted fields, and source traceability
[ What your team gets ]
Your team gets a structured client profile with document statuses, extracted fields, missing data alerts, duplicate document alerts, and source traceability — while compliance or risk teams stay in control of the final decision
Request early accessActarius helps financial teams reduce onboarding friction, process documents faster, and prepare client files with less manual work.Actarius helps financial teams reduce onboarding friction, process documents faster, and prepare client files with less manual work.
Directors, managing partners, and heads of financial organizations
Faster client activationLower operational workloadFewer errorsLower drop-offBetter NPSMore capacity without proportional hiringMore cross-sell opportunities
Back-office managers, operations teams, and client onboarding specialists
Less manual document workFewer repeated checksFewer copy-paste tasksOne place for documents and statusesFaster dossier preparationLess routine pressureFewer client follow-upsActarius has been tested with real customers — two brokerage and wealth management businesses in Cyprus and Kazakhstan*
50
end-client cases processed
2,150
document sheets processed
43
average pages per client
4h → 1m
processing time reduced per client
< 1%
error rate after prompt refinement
20 client cases processed. Average 43 document sheets per client. Manual processing reduced from around 4 hours to around 1 minute
30 client cases processed in another market. Same workflow validated across a second geography, confirming that the problem is not limited to one company or country
*Pilot clients are anonymized. Results are early validation indicators, not audited commercial benchmarks
We have opened Actarius for selected pilots with brokerage, wealth management, family office, and private market teamsWe have opened Actarius for selected pilots with brokerage, wealth management, family office, and private market teams
Request early accessLeave your contacts — we'll open access to selected pilots
