How SJP Asia Advisers Are Saving Hours Every Week on Onboarding
Client onboarding can feel like a marathon of forms, ID checks and lost emails - especially when you and/or your clients are working across borders.
For SJP Advisers in Hong Kong, Singapore, UAE and Shanghai, those hurdles used to be part of everyday business.
With the help of Digital Wealth Solutions, advisers are cutting out the slow steps, staying compliant, and giving clients a seamless start - all in one secure platform.
Onboarding Made Simple for SJP Asia Advisers
The Challenge Advisers Face
If you’re an SJP Asia adviser, you’ll know that onboarding new clients across Hong Kong, Singapore, the UAE, and Shanghai can be a logistical puzzle:
Time zones don’t always align
Compliance rules shift from market to market
Verifying client identities can take days and multiple follow-ups
When you’re trying to build trust and momentum with a new client, a slow, fragmented process can quickly derail the experience.
“...advisers can confirm a client’s identity in minutes - securely and remotely - while meeting local AML standards.”
How We Made It Easier
SJP Asia partnered with Digital Wealth Solutions to make onboarding faster, smoother, and fully compliant - without losing the personal connection that matters most.
Digital Wealth Solutions is the secure client portal platform used by St. James’s Place advisers worldwide to manage documents, communications, meetings, and compliance in one place.
For SJP Asia, we went a step further, customising the platform with regional integrations and tools designed for advisers working across multiple countries, currencies, and time zones.
That includes building Singpass (Singapore) and iAM Smart (Hong Kong) identity verification directly into the platform. Now, advisers can confirm a client’s identity in minutes - securely and remotely - while meeting local AML standards.
The result? Advisers spend less time chasing documents and more time having meaningful conversations with clients.
What Onboarding Looks Like Now
Here’s a typical onboarding journey inside Digital Wealth Solutions for SJP Asia Partners:
Set up: Create a client account in Digital Wealth Solutions, or let prospective clients start the process via optional prospect onboarding.
Engage: Send a digital questionnaire to capture background information in a client-friendly format.
Authenticate: Client verifies their identity via Singpass or iAM Smart within the platform- quick, secure, and government-approved.
Consult: Meet virtually using our secure client meeting rooms, with verified details already in hand.
Finalise: Complete onboarding in Digital Wealth Solutions and automatically generate compliance reports in Salesforce.
Every step is encrypted, recorded, and audit-ready, without switching between systems.
Why Advisers Are Choosing This Approach
Advisers tell us the biggest wins are:
Less admin, more client time - Reduced back-and-forth means more focus on advice
Built-in compliance - AML requirements met without extra steps
Cross-border efficiency - Smooth operations across countries, currencies, and time zones
Tools Built for International Advice
Because SJP Asia advisers often serve clients around the globe, we’ve added more regional tools:
Time zone enhancements – Scheduling that adapts to adviser and client locations
Multi-currency support – Display values in GBP, SGD, HKD, USD, CNY, or AED
Asia-specific brochure library – Relevant marketing materials instantly available
Internationalised fact finds – Localised data capture for regional requirements
The Bottom Line for SJP Asia Partners
If you’re part of SJP Asia, Digital Wealth Solutions is already included in your partnership - no extra subscription or setup fees.
📅 Book a quick walkthrough and see how a streamlined onboarding process could work for you.
