Enhance Your Risk Management Framework
Built-in compliance protocols and advanced security features designed specifically for wealth management firms helps you build trust through advanced security.
Compliance Tools
End-to-End Data Protection
Proven Performance Metrics
Complete advisor transitions in 30 days or less with automated processes and configurable workflows.
4 Easy Steps
How It Works
1. Advisor creates client
Add client’s name, mobile number, email, and account types to open.
3. OnBord collects client information and sends
The account information entered by the client is sent directly to our integration partners for digital signing ceremony.
2. OnBord sends SMS message to client
The client clicks the link in the message and enters their account information.
4. OnBord sends automated reminders
OnBord sends mobile notifications to clients for any skipped or incomplete information.
Ready to transform your client experience?
See how the OnBord platform can revolutionize your onboarding process.