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Client relationships and onboarding, built for finance

Isla helps relationship managers, banks, asset managers and family offices manage contacts, run client onboarding, and keep the record straight — from first conversation to full compliance.

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  • Data held in the United Arab Emirates
  • Four-eyes approval built into every case
  • A complete audit record, by default

How it works

From first conversation to an approved client

  1. [SCREENSHOT: the Cays list, a few named relationships with AUM]
    01

    Capture the relationship

    Start with a contact, not a case. Record who they are, what they hold, and what you agreed — before any onboarding begins.

  2. [SCREENSHOT: island creation, entity type and jurisdiction chosen]
    02

    Open an onboarding case

    Tell Isla what the client is — a company, a trust, a fund — and it generates the document checklist that entity actually needs.

  3. [SCREENSHOT: the checklist at full readiness with the approval chain]
    03

    Collect, review, approve

    The front office collects. Compliance reviews. Sign-off runs through the chain your firm requires, and every step leaves a record.

Two products, one platform

Choose the right fit for your firm

IslaCRM

For relationship managers who want their book in one place, without a platform rollout.

  • Contacts, pipeline and follow-ups
  • Assets under management by relationship
  • Ready in minutes, on your own
Request access to IslaCRM

IslaOS

Adds client onboarding: structure, documents, approvals and the compliance record behind them.

  • Ownership and control captured as a structure
  • Document checklists generated per entity type
  • Front office, compliance and sign-off in one chain
Request access to IslaOS