Client Data Gathering Automation for Financial Advisors OnBord

Build Custom Workflows That Speed Up Account Opening

Create efficient onboarding sequences that match your firm’s exact process, from advisor input to client approval.

Advanced Tools to Help You Drive Operational Success

Configure intelligent onboarding sequences that align with your firm’s requirements and enhance efficiency.

Streamline account opening with advisor-initiated profiles and automated approvals that match your team’s workflow.

Set custom access controls and task paths for each team member to maintain proper oversight.

Track completion times in real-time to spot and fix process delays using detailed performance data.

4 Easy Steps

1. Advisor creates client

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

3. OnBord collects client information and sends

The account information entered by the client is sent directly to our integration partners for digital signing ceremony.

2. OnBord sends SMS message to client

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

4. OnBord sends automated reminders

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

See how the OnBord platform can revolutionize your onboarding process.