Boharr is a unified Wealth Management Platform-as-a-Service (WM-PaaS) that redefines how financial institutions onboard, verify, and serve their clients. Designed for banks, insurers, asset managers, and distributors, Boharr provides a seamless digital foundation for the entire wealth management lifecycle.
At the core is our Digital Onboarding & KYC module, which removes friction from customer acquisition. Clients are verified securely and compliantly through national ID checks, tax database validation, eKYC, and Video KYC.
Once verified, they can digitally sign agreements and immediately begin their investment journey. This ensures institutions achieve fast, secure, and regulatory-aligned onboarding at scale.
Building on this foundation, Boharr offers a pre-integrated wealth ecosystem:
- Transaction Engine – A harmonized order management system supporting fixed deposits, mutual funds, insurance, and more.
- CRM Module – Streamlined client engagement and lifecycle management across channels.
- Revenue & Compliance Tools – Automated tracking, billing, and regulatory updates to keep institutions ahead.
Why Boharr?
- Seamless Digital Journeys – Onboarding to investment in one flow.
- Pre-Integrated Platform – Faster time-to-market with minimal integration effort.
- API-First Design – Scalable, flexible, and easy to adopt.
- Product-First Approach – Not just software, but a ready-to-use wealth management solution.
By harmonizing fragmented processes into a single platform, Boharr empowers financial institutions to deliver trust, efficiency, and innovation to clients worldwide.
