Build an onboarding process that works exactly how your firm works.
Every RIA onboards clients differently. Now your platform can too. Custom Solutions lets you create tailored templates, fields, and workflows.
Through our work with RIAs of all sizes, we’ve learned something critical: while it seems like the onboarding process is standardized, it very much is not.
Every custodian requires different data fields and formats. Your platform should accommodate that.
How you collect and process client information reflects your service model and operational efficiency.
Whether you serve high-net-worth clients, retirees, or specialized markets, your onboarding should reflect that focus.
Growth through M&A, organic expansion, or advisor transitions each requires different onboarding capabilities.
Your regulatory requirements and documentation processes are specific to your firm's structure and services.
Perfect for:
We learn how your firm onboards clients today—your data requirements, workflows, compliance needs, and
service model.
Together, we design custom templates and fields that match your specifications. You maintain control over what information you collect and how you collect it.
We connect your custom configuration to your CRM, custodian(s), and document signing platforms. Data flows exactly where it needs to go.
Your team starts using a platform built specifically for how you work. Clients experience an onboarding process that reflects your firm's unique approach.
Whether you need a fully customized platform or our proven out-of-the-box solution, we’re here to help you onboard clients faster and more efficiently.
Schedule a demo to see how Custom Solutions can work for your firm.
