Modern onboarding that helps financial advisors work faster, not harder. Go from prospect to client with fewer NIGOs and a more enjoyable experience.
OnBord is the infrastructure that powers client onboarding for wealth management firms. Streamline how your firm gathers client information, prepares accounts, and moves new relationships from prospect to client faster and with far less operational friction.
Built for how financial advisors and their teams actually work
Clients want an experience with you that feels easy, and your team wants to stop re-typing the same information into different applications. OnBord solves both. Clients complete a guided questionnaire that’s entirely digital, and their answers flow into your CRM, custodian, and more, so you can add new households without adding more grunt work.
“We transitioned a $2 billion team in two weeks. When I say that, nobody believes it, but it’s absolutely true. We did it because of your onboarding technology—the ability to go directly to the client, capture that data seamlessly, and push it via straight-through processing.”
Jim Dickson
CEO, Elevation Point
Manual forms, follow-ups, and document chasing slow growth. OnBord replaces fragmented onboarding with a single, secure workflow that keeps clients moving forward and advisors focused on advice.
Purpose-built for growing advisory firms
Built for growing practices. Enterprise-ready without unnecessary complexity.
Enterprise-grade security and compliance standards built in from day one.
Automated workflows reduce back-and-forth and shorten time to account opening.
Deliver a modern, professional onboarding experience that reflects the quality of your advice.
Whether you onboard 5 clients a month or 50, OnBord grows with you without adding operational burden.
OnBord simplifies client onboarding into four clear steps.
Designed for growing firms that value consistency. This is what modern onboarding looks like.
Ask exactly what you need. Nothing more, nothing less.
Build custom questions around your firm’s process, capture the right information upfront, and tailor requests for different client types, entities, and relationships.
Your onboarding should respond to your clients, not force them through a rigid form.
Build logic-based templates that adjust based on client responses, show only relevant questions and steps, reduce confusion, and improve accuracy.
The last thing that should slow it down is onboarding.
Collecting information, managing paperwork, and coordinating account openings can quickly become an operational challenge when speed matters most. OnBord simplifies client transitions with a secure digital workflow that helps advisors stay organized and move efficiently.
Advisors send clients a simple link to complete their information, eliminating paperwork and reducing manual data entry. The information flows directly into onboarding and account opening, helping advisors focus on client relationships while building their independent practice.
OnBord integrates with leading CRMs, custodians, and document platforms to keep onboarding efficient and consistent.
Built for advisors who value efficiency, consistency, and growth.
