Streamline the New Client Experience.

OnBord is a simple, secure tool with automated compliance features that will save you time and money onboarding new clients.

OnBord logo
Redtail
DocuSign

4 Easy Steps

How It Works

1. Advisor creates client

Add client’s name, mobile number, email, and account types to open.

2. OnBord sends SMS message to client

The client clicks the link in the message and enters their account information.

3. OnBord collects client information and sends it to Redtail & DocuSign

The account information entered by the client is sent directly to Redtail CRM and DocuSign for digital signing ceremony.

4. OnBord sends automated reminders

OnBord sends mobile notifications to clients for any skipped or incomplete information.

Advisor creates client in OnBord

Advisory staff inputs simple information like the client’s name, account types to open, features, etc. and OnBord takes care of the rest.

  • Name
  • Email Address
  • Mobile Phone
  • Account Selections
  • Joint Account Holder
  • Advisory Rate
  • Account Features
  • Primary FA and CSA

OnBord sends SMS message to the client

OnBord sends a text message to the client in which they access a link and begin creating their new client profile. OnBord is a white-label platform, allowing for companies to upload their logo and personalize their branding for a better client experience.

  • Friendly reminders to complete what remains
  • Defaults to text for faster engagement
  • Option for email as well
  • White-labeled platform for personalized client experience
Onboarding new clients

OnBord collects client information and sends it to Redtail & DocuSign

OnBord sends clients through a simple user experience to gather the information needed to open accounts. We utilize Google integrations and easy-to-navigate form fields, which reduces missing or incorrect information while enhancing efficiency.

To ensure the client’s information is safe, the information is transmitted directly back to Redtail & DocuSign without touching OnBord’s database.

  • Direct integration with Redtail to create and edit client records
  • Direct integration with DocuSign to generate and deliver documents

OnBord sends automated reminders

We’ll work to get your client information so you don’t have to. No more back and forth between you and your clients. OnBord communicates with them through scheduled SMS reminders and takes them to where they left off until all the information is completed.

  • Friendly reminders to complete data still needed
  • Defaults to text for faster engagement
  • Option for email as well

Security

Ensuring your client’s data is never compromised

Your client’s sensitive information never touches our database. Information goes directly into Redtail — nothing is saved. OnBord used secure APIs and all progress is saved if they leave the site.

Compliance

Automate compliance practices with OnBord

Form ADV 2A, Form CRS and all advisor ADV 2Bs will be automatically sent to account holders, along with a welcome email from the primary CSA. This will automatically be logged in Redtail under the client’s profile for compliance records.

By the numbers

Why use OnBord?

Consider this…

88%

of organizations still prepare documents manually

10

days to complete the manual documentation process

58%

productivity loss with manual data gathering and documentation

$17

cost per manual agreement (printing/postage)

177

emails received per day

90

minutes to reply to an email

90

seconds to reply to a text message

64%

think businesses aren’t using SMS as much as they should

Out-of-the-box

Every plan includes . . .

Essentials

  • Operational dashboard
  • Admin flow
  • Client flow

Automation

  • Built-in integration with Redtail API
  • Built-in integration with DocuSign API
  • SMS & email follow-ups

Advanced

  • White labeling
  • Permission levels
  • Early access to new features

Support

  • Email Support
  • Client Guidance
  • Individualized onboarding

As Seen In

Let’s talk about OnBord?

Schedule a demo to see how OnBord can change the way you do business.

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