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Account opening and CRM

From first enquiry to funded account, online.

Clients open an account from their phone with their national ID, demat and Meroshare details. Your team sees every application, what is missing and who is following up.

Book a demo See the support desk
open.yourbrokerage.com.np
  1. ✓Mobile and OTP
  2. 2National ID
  3. 3Demat and Meroshare
  4. 4Bank account
  5. 5Review and e-sign

Account opening · Your Brokerage

Verify your national ID

Sample data
IDFront and back of ID card uploadedChecked
Continue to demat details

The client's path

Five guided steps, saved as they go.

  1. 01

    Mobile and OTP

    The client starts with a mobile number verified by a one-time code.
  2. 02

    National ID

    NID number and card images, as NEPSE has required for new trading accounts since August 2025.
  3. 03

    Demat, Meroshare, bank

    BOID, Meroshare and bank details captured once and checked for format.
  4. 04

    Review and sign

    The client reviews the KYC form and signs; your compliance team approves.

CRM

Know exactly where every new client is stuck.

Website forms, branch walk-ins and referrals land in one pipeline. Stalled applications are flagged and assigned, so nobody falls through between branches.
  • Pipeline from enquiry to KYC to funded
  • Reminders by SMS and email for missing documents
  • Lead source and branch on every record
  • Dormant-client lists for re-engagement

CRM · Your Brokerage · this week

New client pipeline

Sample data
New enquiry18

Sujan K.

Website form

Mina R.

Branch walk-in

KYC started11

Bikash T.

NID pending

Anisha G.

Bank pending

Account open7

Prakash S.

Awaiting first top-up

Funded24

Rekha P.

First trade done

For compliance

An application file your auditor can follow.

Complete KYC record

Every field, document and approval stored with the client, ready for SEBON inspection.

Who approved what

Each approval and edit is logged with the staff member and time.

Configurable checks

Required fields and document rules set with your compliance officer, and changed when rules change.

Questions

About account opening

Does this replace the TMS client registration?
No. LSNEP collects and approves the KYC file; the client is then registered on your TMS through your existing process. Where an integration is available and permitted, we use it.
Can branch staff open accounts for walk-in clients?
Yes. Staff can fill the same form on a tablet or desktop, and the record is tagged to that branch.
What happens to half-finished applications?
They are saved. The client can resume from any device, and your team sees them in the pipeline with what is missing.

Related modules

Works with

Phase 1No new approval

Client app

Portfolio, ledger, collateral, top-ups, contract notes, alerts and support in one app with your name on it.

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Phase 1No new approval

Web portal and website

A fast, searchable website and a signed-in client portal that mirrors the app.

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Phase 1No new approval

Support desk

Every question becomes a ticket with an owner, a status and a reply time.

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Phase 2No new approval

Back office

Client ledgers, settlement tracking, commission and SEBON/NEPSE fees, and payouts across branches.

Explore
Phase 2No new approval

Margin trading

Collateral valuation, haircuts, loan-to-value limits and automatic margin calls for licensed brokers.

Explore
Phase 2No new approval

Charts and market insights

Candlestick charts, indicators, screeners, watchlists and price alerts for your clients, without giving advice.

Explore
Phase 3Needs NEPSE approval

Web trading portal

Our own order screen and trading system, offered only once NEPSE approves it.

Explore

See LSNEP with your brokerage's name on it.

Book a 30-minute walkthrough. We show the client app, portal and back office on sample data, and talk through what your firm needs first.

Book a demo How it works