SOWidate by Quotech helps Relationship Managers review the logic of a client’s wealth journey, compare supporting documents against the narrative, and identify areas that need stronger corroboration — all in a privacy-conscious workflow designed for better case preparation.
Clearer narratives. Better-supported cases.
SOWidate gives teams a structured first pass across Source of Wealth narratives, supporting documents, and review-ready case preparation so human judgement can stay focused on the decisions that matter.
Review the wealth journey with more structure and confidence
SOWidate helps Relationship Managers identify missing links, unsupported jumps, timeline inconsistencies, and weakly documented stages in a client’s wealth story. This supports stronger first-draft case preparation and helps teams submit more complete, coherent Source of Wealth narratives for internal review.
Compare write-ups with evidence that actually matters
It is not enough for a document to exist — it should meaningfully support the claimed wealth stage. SOWidate compares supporting documents against the client narrative and highlights where corroboration is strong, partial, or unclear, helping Relationship Managers focus on the areas that need better support or clarification.
Review wealth logic without relying on unnecessary personal identifiers
SOWidate is designed to focus on wealth logic, document support, and narrative consistency — not unnecessary personal identity details. That means teams can run an early-stage review process without depending on sensitive identifiers such as passport numbers or phone numbers, supporting a more privacy-conscious workflow.