NOERA ALPHA · ONBOARDING
From application to active portfolio
NOERA Alpha onboarding is organized into four clear phases while the operational detail remains behind the interface.
01 APPLY
Application
Initial qualification and investor record
02 UNDERSTAND
Understand
Portfolio import, diagnostic and investor profile
03 ESTABLISH
Establish
Brokerage setup, mandate and agreement
04 ACTIVATE
Activate
Baseline snapshot and activation