Bifröst is purpose-built to transform the Provided By Client (PBC) process, reduce administrative burden, and enhance security, empowering you to work smarter and serve clients better.
EVIDENCE COLLECTION
Streamlined Evidence Collection
Replace fragmented email chains and spreadsheets with a centralized, structured PBC process. Our platform gives your team and your clients a single source of truth for all documentation requests.
Create custom PBC and open item lists with real-time status tracking.
Allow clients a secure, user-friendly portal to upload documents and monitor open items.
Automatically organize evidence by section for efficient referencing and version control.
PROJECT OVERSIGHT
Real-Time Project Oversight
Gain unparalleled visibility across all engagements. Our manager-level dashboards consolidate progress, helping you identify bottlenecks and manage resources effectively without leaving the platform.
Utilize live dashboards for instant visibility into engagement progress and outstanding items.
Equip managers and directors with tools to view status across all client engagements.
Define granular user permissions (Admin, Manager, User, Viewer) to ensure strict data segregation.
AUTOMATION
Automated Workflow & Communication
Drastically reduce administrative overhead by letting Bifröst handle the routine follow-ups. Our automated system keeps both your team and your clients informed, ensuring deadlines are met with less manual effort.
Set automated reminder schedules for overdue items and new file uploads.
Eliminate hours of manual follow-up emails and folder management on every engagement.
Drive faster file readiness by giving teams constant visibility into what is outstanding.
ONBOARDING
Seamless Client Onboarding
Standardize and secure your client intake process. Our onboarding module allows you to collect KYC information, signed engagement letters, and other mandated documents in a structured, professional, and compliant manner.
Digitize onboarding journeys for new clients, from individuals to complex entities.
Securely collect and verify IDs, proof of address, and signed POPI forms.
Assign responsible directors or managers for internal approval workflows.
COMPLIANCE & SECURITY
POPIA-Ready Security & Compliance
Built with a security-first architecture, Bifröst ensures all client data remains protected, compliant, and auditable, giving you and your clients peace of mind.
Ensure full adherence to South African privacy law (POPIA) requirements.
Protect all data with end-to-end AES-256 encryption, both in transit and at rest.
Maintain a complete, timestamped audit trail for every action, supporting IRBA readiness.