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Client Portal

A secure space for clients. Connected to your record.

Clients answer requests, upload documents and keep their information current in a dedicated portal — while your team sees everything in context.

See the everyday journey
Client Portal · Northstar Trading LtdSynthetic data
Signed in with a one-time code

Open requests

Upload ownership declarationRequested by Compliance · due in 5 daysOpen
Confirm registered addressForm · 3 questionsOpen
Renew trade licenceExpires in 28 daysOpen

Vault

Trade LicenceCompany RegistrationOwnership CertificateInsurance Certificate
Upload document
Ownership declaration
Sent securely to your compliance team
What clients can do

Everything a client needs to stay compliant.

  • OTP-protected access

    Authorised clients sign in with a one-time code. No shared passwords, no staff accounts for clients.

  • Requests & forms

    Clients see exactly what is outstanding — documents, questions and structured forms — and respond in one place.

  • Uploads & resubmission

    Documents can be uploaded and resubmitted when your team asks for a clearer or updated version.

  • Vault

    Company documents, ID information, financials, policies and agreements kept together and accessible.

  • Renewals & requirements

    Licences, expiries and recurring requirements are visible before they fall due.

  • Profile information

    Clients keep their KYC and company information current, so reviews start from accurate data.

Separated by design

Two surfaces. One governed record.

Staff and clients use separate routes and authentication flows. Clients only ever see their own requests and documents; your team sees the full record and history.

  • Separate client and staff authentication
  • Tenant-scoped access with row-level security
  • Every upload and response lands on the client record
  • Requests and responses remain on the audit timeline
Everyday AMIN

7 simple steps.
One connected journey.

From getting started to keeping your documents current.
Everything your company needs, in one place.

  1. 01StartAdd yourself or your company to AMIN.
    YouCompany ownerYour companyNorthstar Trading LtdKYC · KYB · AML
  2. 02CheckCheck who you are dealing with.
    IdentityCompanySanctions
    KYC · KYB · AML
  3. 03SendSend what they ask for.
    Document requestTrade licenceOwnershipFinancialsPolicies
    Send securely
  4. 04OrganiseKeep each company in one place.
    Northstar Trading Ltd
    LicenceOwnershipFinancialsPoliciesOther documents
  5. 05Keep safeKeep your important documents in a secure vault.
    • Encrypted
    • Always accessible
    • You control sharing
    AMIN VaultCompany documents, ID & verification, financial information, policies & agreements.
  6. 06ShareShare only what you choose, with who you choose.
    Trade LicenceOwnershipFinancials
    Bank · Partner · AdviserShare securely
  7. 07Stay currentKnow before something needs your attention.
    Trade Licence28 daysInsurance45 daysRegistrationValid
    Get notified in timeSo you have time to act.
Related

Where the portal connects.

Get started

Give your clients a better way to stay compliant.

See the portal from your client’s point of view — requests, uploads, vault and renewals — with synthetic data.

  • Tailored to your organisation
  • Focused on your use cases
  • Synthetic data — no client data needed