For compliance & KYC officers

KYC that leaves an audit trail — automatic, defensible, calm.

Document collection, status tracking, expiry alerts, and immutable events for every reviewer action.

Alphorix ships with a full KYC workflow: agents collect documents from leads, compliance reviewers approve or reject with reasons, and every state change is logged as an immutable event for regulators.

What you get
Document ingest

Leads upload proof-of-ID and proof-of-address via a branded secure portal.

Reviewer workspace

Filter by status, escalate to senior, mass-approve batches during audits.

Expiry alerts

Passport running out? Compliance gets a heads-up 30 days ahead.

Immutable audit

Every action is stored as an event with reviewer, timestamp, and reason.

Included features
Status pipeline
Not started → In review → Approved / Rejected — with reason codes.
PDF export
One-click reviewer report per lead for regulator inspections.
Sanctions screening
Flag high-risk countries and repeat email/IP submissions.
RBAC
Only compliance reviewers see documents — never sales.

Ready to see it live in your workspace?

Start a free 7-day trial — no credit card. Or book a 20-minute walkthrough with our team.

More in this group
Alphorix

The CRM built for forex brokers, prop firms and financial marketing teams. Route leads, run pipeline, ship growth.

Abu Dhabi office
Abu Dhabi
United Arab Emirates
London office
Level 1, One Mayfair Place
Mayfair, London, W1J 8AJ
United Kingdom
Risk Disclaimer

Alphorix.net does not provide, solicit, or facilitate the trading of foreign exchange (forex), contracts for difference (CFDs), or any other leveraged financial products.

Trading forex and CFDs carries a high level of risk and may not be suitable for all investors. You could sustain a loss of some or all of your initial investment; therefore, you should not invest money that you cannot afford to lose. Before deciding to trade, you should carefully consider your investment objectives, level of experience, and risk appetite. Past performance is not indicative of future results.

Any references to third-party brokers, trading platforms, or financial products appearing via Alphorix.net (including lead capture forms, landing pages, and campaigns operated by our clients) are the sole responsibility of the respective advertisers and are not endorsed by Alphorix. Alphorix makes no representations regarding the regulatory status, performance, or suitability of any advertised service. Please seek independent, licensed professional advice before engaging with any financial service.

Nothing on this website constitutes investment advice, a solicitation, or an offer to buy or sell any security or financial instrument in any jurisdiction where such an offer would be unlawful.

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