1. Introduction to Kleber App

What is the Kleber App?

The Kleber App is a mobile application—likely built with Flutter—designed to interface with InvestGlass’s CRM and onboarding systems. It serves as a client-facing tool for onboarding, e-signatures, and document interaction.“

How It Fits into InvestGlass

It complements InvestGlass by offering a mobile or web-friendly front end for:

• CRM access
• Secure client interaction
• Document management and signature
• It can be white-labeled and integrated with existing workflows.

Main Use Cases

• Client onboarding (forms, KYC)
• Digital signatures (e.g., contracts)
• CRM access (client tasks, data)
• Secure messaging and document sharing
• Benefits of Flutter Open-Source Version
• Cross-platform (iOS, Android, Web)

Customizable and white-label ready

• Fast development
• Secure & compliant
• Open for contributions