Wealth Client Onboarding Software: Streamlining the New Client Process
Here’s what nobody tells you about traditional client onboarding: it’s silently killing your growth potential. While you focus on investment strategies and relationship building, outdated onboarding processes are quietly costing you clients, revenue, and precious time. Most financial advisors don’t realize they’re losing up to 58% of their productivity to manual data gathering, but there’s […]
Advisor Transition Support: Streamlining Your Move Between Firms
Understanding the Need for Advisor Transition Support Advisor transitions aren’t a new phenomenon by any stretch of the imagination. Ever since the first financial advisors began practicing, they have been moving their clients’ wealth between different firms and, in some cases, taking their investment strategies with them. The process of moving a financial advisor practice […]
The Complete Guide to Wirehouse to Independent Advisor Transition Software
Making the Leap: How OnBord Streamlines Your Path to Independence Financial advisors considering the move from wirehouses to independence face numerous challenges during the transition. From transferring client assets to establishing new business operations, the process can seem overwhelming without the right tools. That’s where specialized transition software like OnBord comes in, offering crucial support […]
Practifi & OnBord Integrate, Powering More Possibilities
OnBord has integrated with Practifi, the leading client relationship management (CRM) purpose-built for wealth management firms. This is the fourth CRM connection OnBord has made in the industry, enabling more advisors and firms to utilize its services. As a secure platform with automated compliance features making new client onboarding easier and faster, OnBord empowers clients […]
Broker Protocol Compliance Software: The Proper Protocol for Brokers Changing Firms
Financial services is a highly regulated industry; that is very much apparent when advisors transfer between different brokerage firms or go independent via a registered investment advisor (RIA) firm. Navigating broker protocol rules requires careful attention to compliance when transferring client data and accounts, particularly for breakaway brokers, as that information is typically proprietary to […]
Client Onboarding Best Practices: Automating the Financial Advisor Workflow
Digital Automation: Transforming Client Acquisition for Financial Advisors Financial advisors need smart client onboarding systems that cut out paperwork.While communication channels matter greatly, the underlying workflows and automation capabilities are equally critical. Effective client onboarding creates a foundation for lasting relationships by removing friction points in the account transition process, particularly compliance documentation and data […]
Texting is the New Email for RIA Client Transition Technology
As featured in Financial Planning – RIA mergers and acquisitions hit record-breaking deal volume last year, driving significant asset growth across the wealth management industry in the process. But once the deal is done, the real work begins for transitioning firms and, most importantly, for their clients. A swift, seamless transition from firm to firm […]
Tools for Changing Financial Advisory Firms
The financial advisory industry is undergoing significant change marked by a record-breaking 366 practice acquisitions last year—14% more than the previous high. This acquisition trend, coupled with the average financial advisor nearing 60 years old, has created both succession planning opportunities and a strong deal market that makes 2025 a promising time for advisors looking […]
Financial Advisors Technology Stack – A Complete Guide
Financial advisors today face an overwhelming array of technology solutions to add to their tech stack. From portfolio management and file management to financial planning software and client experience platforms, RIA technology options continue to multiply. Without careful selection, a tech stack can quickly become a disjointed collection of tools rather than a cohesive system […]
OnBord Has Been Selected for the Sixth Annual WealthTech 100 List!
In a remarkable achievement, OnBord has been selected for inclusion in the highly respected, sixth annual WealthTech 100 list for 2024. This prestigious recognition highlights OnBord’s position as a trailblazer in the wealth management industry, offering cutting-edge solutions that streamline and optimize the onboarding process for financial institutions and their clients. The WealthTech 100 list, […]
