The OnBord Advantage

• Maximize Efficiency, Minimize Hassle: OnBord revolutionizes new client onboarding for RIAs and advisory teams by offering an automated, seamless process. This dramatically reduces the time and effort involved in opening new accounts — from data collection to CRM integration and prepopulated e-signature forms — transforming a 120-minute task into a swift 60-minute process, while also cutting costs from $127 to just $57 per account.
• Precision and Compliance with Ease: OnBord ensures exceptional accuracy in client data handling with a ‘Not In Good Order’ rate of less than 1%. Our proprietary technology not only streamlines the data gathering process but also adheres to stringent compliance requirements, offering peace of mind and reliability where it matters most.
• Fully Customizable Scalability for Growing Businesses: With OnBord, advisory teams and RIAs can effortlessly scale their operations to meet their unique needs. Our platform supports bulk data import and account creation, allowing firms to manage larger volumes of client data efficiently and facilitate growth without the burden of increased administrative tasks.
• First-Class Client Experiences: OnBord delivers a simplified, user-friendly client onboarding experience. Our platform’s mobile accessibility and direct CRM integrations provide a smooth, hassle-free process for both advisors and clients, enhancing client satisfaction and fostering stronger advisor-client relationships.
• Innovative Technology, Competitive Edge: OnBord sets RIAs and advisory teams ahead of the curve with its cutting-edge technology. Offering features like bi-directional questionnaires, automated compliance delivery, integrated CRM and e-signature forms, a platform that doesn’t store data so there’s no need for logins and passwords, and same-day implementation, OnBord positions firms at the forefront of technological advancement in financial services, providing them a distinct competitive advantage.

Frequently Asked Questions