Know Your Customer KYC Form Online
Create a custom KYC form online, share documents with clients, send secure messages, and sign files all in your firm's own custom branded client portal. Built for Financial Professionals with bank-grade encryption to keep your client's data safe.
Why should your firm have a Customer Portal for online KYC?
The Foyer client portal enables businesses to easily create custom KYC forms for clients to enter their sensitive data, access important documents, sign contracts, message in chat, and more. Client portals can be used as a custom KYC application that fits the branding of your business. All data is protected via advanced security measures such as encryption and role based access. Foyer can be used with a know your customer form template to quickly get started and setup is easy with free KYC capabilities in our 14 day trial.
Features to keep your firm productive and secure
Secure File Sharing
Quick and simple file sharing to enable your clients to securely upload and download files.
Real-time Messenger
Communicate with your clients effectively using your own real-time messenger.
Custom Branding
Build up your brand by customizing your portal using your own colors and logos.
Secured with Encryption
All files, messages, and user data is encrypted in transit and at rest with bank-grade encryption.
The Best Price
Foyer is affordable with our standard plan being just $19 per month per internal user.
Sign Files
Get your client's signatures quickly using DocuSign, the industry-leading eSignature solution.
Email Notifications
Get notifications via email for file uploads and unread messages so you never miss any client activity.
Folder Organization
Organize your client's files in folders using an easy-to-use interface. Just drag and drop.
Learn more about our features
Client Portal
Give your business a safe and productive place for your clients to share documents and interact. Customizable using your company's own colors and logos to build trust around your brand.
