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As CEO Nick Bernardo, CFP, says, “all RIAs do it a little bit differently.”
OnBord, the wealthtech platform that streamlines client onboarding for registered investment advisor (RIA) firms, today announced a major upgrade to its platform, introducing a completely enhanced experience that combines powerful configurability with OnBord’s award-winning, out-of-the-box simplicity.
With this release, firms can now deploy OnBord instantly using best-practice templates or build fully customized data-collection experiences featuring conditional logic, branching, validation, and reusable components, without writing a single line of code. Advisors can securely collect any documents, open accounts, and sync data back to their CRM and custodial forms—all in one seamless workflow.
“RIAs shouldn’t have to choose between speed and flexibility,” said Nick Bernardo, CFP, chief executive officer of OnBord. “Our latest platform upgrade gives firms a turnkey solution from day one—and the freedom to tailor question sets, logic, and workflows to match the way they serve clients.”
Highlights of the Upgrade
- Fully customizable templates: Drag-and-drop builder with conditional logic, field validation, and reusable blocks across workflows.
- Turnkey out-of-the-box experience: Pre-built client profile and account-opening templates ready to launch immediately.
- Comprehensive document collection: Secure uploads, tracking, automated reminders, and audit trails.
- Integrated account opening: Data capture that maps directly to custodian and account forms, reducing NIGO rates.
- Streamlined UX for advisors and clients: Mobile-optimized design with email/SMS invitations and real-time tracking.
- Data connectivity: Bi-directional sync with CRMs and custodial systems via API.
- Built-in compliance: Permissioning, audit trails, and exportable records for oversight and reviews.
As M&A activity continues to reshape the wealth management landscape, efficiency and adaptability in onboarding technology are more vital than ever. Firms that follow a well-defined client onboarding process for financial advisors are better equipped to standardise workflows, reduce delays, and deliver a consistent experience as they grow. OnBord’s latest release ensures firms can unify operations across teams and custodians without sacrificing their unique client experience.
New Software Availability
The upgraded OnBord experience is available to all clients starting today. Existing users can activate the new capabilities seamlessly within their current setup, while new firms can start instantly with the out-of-the-box configuration.
For more information, go to https://onbord.io/custom-solutions/
