How does Onbord help streamline the transition of my book of business to a new firm?

Onbord offers a fully digital, compliant solution that minimizes risk, eliminates manual processing, and dramatically reduces transition time.

Here are the key benefits:

• Speed: Transition your entire book of business in as little as 30 days.
• Compliance: Built-in safeguards ensure adherence to SEC/FINRA regulations.
• Efficiency: Automated workflows reduce errors and minimize NIGOs (Not In Good Order).
• Client Retention: A smooth process helps maintain strong client relationships.
• Revenue Protection: Get back to business faster, minimizing disruption.
• Enhanced Client Experience: Allows advisors to focus on client-facing activities, creating more effective and engaging interactions.
• Successful Transition: Ensures a successful move with thorough planning and management, helping advisors maintain strong client relationships throughout the process.