The Kinnect Onboarding Process, Explained - 9 November 2024 - Watch Video

The onboarding process begins with initial account setup, including security features like two-factor authentication, followed by creating accounts for people involved in your information network.

Next, vaults are organized to hold data, especially if multiple legal entities are involved, with guidance provided for managing complex ownership structures.

Once vaults are set up, users identify and upload data, which then generates automatic reports, including ownership mapping, asset-liability, and income/expense reports based on financial data pulled from connected accounts.

The system’s checklist on the homepage prompts users to update or review items, ensuring everything remains current.

Before sharing vaults, users can preview what shared individuals will see, allowing for controlled access and tailored visibility.

This setup process helps users organize, understand, and securely communicate their data within the platform.