BGX, Bolder’s Client Platform, is the keystone for seamlessly integrating top-tier financial software into Bolder’s operations. The platform ensures security through two-factor authentication, focusing on a single-login approach for each client.

Throughout our years of service, we have adopted various platforms such as AFAS, NAVOne, Paxus and Mantra. With BGX, we now have a centralised hub for these systems and portals to make communication easier. These are: 

• Client Portal (Coming Soon): Enabling our clients to access critical information on their portfolio, chat with their representatives and request new services.

• Investor Portal: Facilitating communication and engagement with investors, and providing key investment information.

• Economic Substance Portal: Allowing for submission of Economic Substance Returns in accordance with BVI legislation.

• Annual Financial Return Filings: Allowing for submission of Annual Financial Return information in accordance with BVI legislation.

• Collaboration Portal: Promoting teamwork and collaboration within the organisation and with third-party auditors through document sharing capabilities.

Functionalities already available within BGX include :

• Online verification of individual and corporate due diligence using digital KYC and KYB integrations

• British Virgin Islands Annual Financial Return submission

• British Virgin Islands Economic Substance Return submission

• Customisable and individually branded KYC / AML workflows

Coming soon to BGX :

• DocuSign: Simplifying electronic signature management;

• PowerBI: Providing extensive business intelligence and analytics

• Client Onboarding