Odyssey Launch
Odyssey Launch: KYC Onboarding Portal
Our onboarding portal makes the KYC process simple, fast, and easy — for both your team and your clients.
We’ve tailored the latest technology to enhance client engagements across our business. From corporate actions to trust mandates and transfer agent services, this portal makes your experience with Odyssey seamless, efficient, and client-friendly.
Built for Legal Professionals
Odyssey Launch is our secure, SOC II compliant onboarding portal that automates KYC, document collection, and client communication to make KYC workflows quick and client-friendly.
Designed with legal teams in mind, Odyssey Launch removes KYC onboarding roadblocks so you can focus on high-value, billable work.
Automated workflows guide clients step-by-step, keeping all documents and ID verification in one secure hub. Built-in messaging eliminates back-and-forth emails to keep onboarding simple, fast, and easy for you and your clients.
BOOK A DEMO
See how Odyssey Launch can simplify your client onboarding. Book a demo today.
- Virtual ID Verification: Fast, compliant, and easy identity checks from anywhere.
- SOC 2 Compliant: Built to meet the strictest standards of data security and privacy.
- Mobile-Friendly: A responsive design that delivers full functionality on any device.
- In-App Messaging & Support: Keep all communication in one place — no back and forth emails.
- Multi-User Permissions: Assign roles and access levels for different team members.
- Consent & E-Signature: Capture approvals digitally with a clear audit trail.
Streamlined Workflows, Seamless Experience
Our intelligent workflows guide clients step-by-step through onboarding — from secure document uploads to fast, compliant identity verification.
All documentation, ID checks, and approvals live in one centralized, secure hub for easy access and visibility.
Clients benefit from a clear, guided experience that minimizes back-and-forth communication and keeps the process moving.
If questions arise, in-app messaging connects you directly with our team — no more email clutter or lost threads.
Why Legal Teams Choose Odyssey
Our tailored and automated KYC workflows means you spend less time managing administrative tasks and more time practicing law. With Odyssey Launch, you can deliver a polished, professional onboarding experience that’s simple, fast, and secure — from first interaction to final approval.
Odyssey Launch — Onboarding, simplified
- Less Time on Non-Billable Work: Eliminate manual tasks and repetitive admin.
- Administration Handled by Odyssey: We manage the onboarding process so you can stay focused on your core work.
- Streamlined Workflows by Mandate: Tailored processes that adapt to the needs of each client or transaction.
- Secure Document Management: Upload, store, and share sensitive materials with confidence.
- 24/7 Access from Any Device: Manage onboarding seamlessly from any device, at any time.
- Enhanced Client Experience: Simplify the process with a guided, intuitive onboarding journey.
- Fast, Secure Identity Checks: Verify identity information quickly while maintaining the highest compliance standards.
