4 Easy Steps
Add client’s name, mobile number, email address, and account types to open.
The client clicks the link in the message and enters their account information.
The account information entered by the client is sent directly to our integration partners for digital signing ceremony.
OnBord sends mobile notifications to clients for any skipped or incomplete information.
Discover why advisors trust OnBord for faster, more secure, and compliant client onboarding.
Advisory staff inputs simple information like the client’s name, account types to
open, features, etc. and OnBord takes care of the rest.
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.
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.
of organizations still prepare documents manually.
average time to finish manual documentation.
productivity lost from manual processes.
of organizations still prepare documents manually.
minutes to reply to an email
seconds to reply to a text message
believe businesses don’t use SMS enough.
Join thousands of companies that use Onbord.io to create exceptional
onboarding experiences that drive success.
