Add client’s name, mobile number, email, and account types to open.
The client clicks the link in the message and enters their account information.
The account information entered by the client is sent directly to our integration partners for digital signing ceremony.
OnBord sends mobile notifications to clients for any skipped or incomplete information.
OnBord sends clients through a simple user experience to gather the information needed to open accounts. We utilize Google integrations and easy-to-navigate form fields, which reduces missing or incorrect information while enhancing efficiency.
To ensure the client’s information is safe, the information is transmitted directly back without touching OnBord’s database.
Your client’s sensitive information never touches our database. Information goes directly into Redtail — nothing is saved. OnBord used secure APIs and all progress is saved if they leave the site.
Form ADV 2A, Form CRS and all advisor ADV 2Bs will be automatically sent to account holders, along with a welcome email from the primary CSA. This will automatically be logged in Redtail under the client’s profile for compliance records.
of organizations still prepare documents manually.
average time to finish manual documentation.
productivity lost from manual processes.
of organizations still prepare documents manually.
minutes to reply to an email
seconds to reply to a text message
believe businesses don’t use SMS enough.
