SIMPLIFY, ACCELERATE, AUTOMATE CLIENT ONBOARDING

How Does PreciseFP Work? A Process Comparison

Understand PreciseFP’s workflow limitations and see how OnBord’s 4-step automated process eliminates manual tasks, reduces errors, and accelerates client onboarding for wealth management firms.
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OnBord’s 4 Easy Steps vs PreciseFP’s Complex Workflow

How It Works

1. Advisor Creates Client

  • Onbord: Simple input includes name, mobile, email, & account types
  • PreciseFP: Requires more manual data entry

2. OnBord Sends SMS to Client

  • Onbord: Client clicks link, enters information
  • PreciseFP: Relies on email, slower response times

3. Information Collection & Direct Transmission

  • Onbord: Data sent directly to integration partners
  • PreciseFP: Manual data pushes, potential for errors

4. Automated Reminders & Compliance

  • Onbord: Mobile notifications for incomplete information
  • PreciseFP: Lacks automated follow-up system

Superior Integration & Automation: OnBord vs PreciseFP

OnBord offers seamless, direct API integrations with CRM and document signing partners, eliminating manual data pushes and reducing errors.
  • Direct integration to create and edit client records
  • Direct integration to generate and deliver documents
  • Secure APIs ensure data integrity
  • Built-in integration with DocuSign API for effortless e-signatures
  • Built-in integration with CRM APIs for seamless data synchronization
  • Automated SMS & email follow-ups to keep clients engaged
Experience the Difference

Why Financial Advisors Choose OnBord

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Unmatched Security & Compliance

OnBord prioritizes your clients’ data security:

  • Minimal data storage: Client information never touches our database
  • Automatic compliance document generation and distribution
  • Comprehensive audit trails for regulatory peace of mind

Ready to Outperform with OnBord?

Join the growing number of financial advisors who have upgraded from PreciseFP to OnBord. Experience the power of true automation and integration in your client onboarding process.