Protegent Customer Onboard

SunGard's Protegent Customer Onboard solution facilitates and expedites the process of opening new brokerage and non-brokerage accounts. Available as a standalone solution or as an integrated component of Protegent Surveillance, Protegent Customer Onboard provides a single point of entry for distinct account types across multiple back-office applications. By automating time-consuming manual tasks, Protegent Customer Onboard helps ensure greater regulatory compliance.


  • Streamlines account opening processes
  • Provides a single point of entry across multiple back-end applications
  • Automates many time consuming and error prone tasks
  • Integrates with Protegent Surveillance or can be used as a standalone product


  • Lowers operation costs by streamlining procedures
  • Reduces training time and investment for new brokers
  • Helps ensure compliance with Office of Foreign Assets Control (OFAC) and Anti Money Laundering (AML) regulations
  • Improves broker satisfaction, resulting in higher open rates and representative retention

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