Digital Wealth Solution
Boost business growth by streamlining new account openings, making them faster, easier, and error-free, while keeping your team productive in their current tools.
The Leading Digital Onboarding Solution
Improve Client Satisfaction
With a fully digital cloud-based platform, you will have the tools required to deliver a seamless user experience.
- Collaborate with your clients on client onboarding, account opening and funding forms in real-time
- Offer clients a fully digital investor experience with 24 / 7 access to investments and account performance
- Monitor client actions in real-time to proactively prepare for and service additional requests
Increase Time With Clients
Minimize the time, effort and resources devoted to commoditized manual processes by leveraging a digital wealth platform that integrates within your current workflow.
- Reduce your account opening times and errors with a fully digital onboarding process
- Implement automated workflows that work with your current operations
- Minimize regulatory risk with built-in compliance roles
- Gain daily actionable insights to improve operations with centralized data
Faster Revenue Growth
Empower your business to grow revenue with the operational efficiencies gained from a digital wealth onboarding solution embedded directly in your existing technology. Plus, advisors will enjoy more time to take on additional business.
- Significantly reduce NIGOs & shorten the time to funding
- Streamline account opening with fully digital onboarding that integrates with your current workflows and custodian(s)
- Provide more value by identifying cross-sell and up-sell opportunities based on client activities and data
- Monitor operations with advanced reporting tools to identify areas that need improvement
- Set up triggered events that nurture your clients throughout the funding process
The Leading Digital Onboarding Solution
Improve Client Satisfaction
Improve Client Satisfaction
With a fully digital cloud-based platform, you will have the tools required to deliver a seamless user experience.
- Collaborate with your clients on client onboarding, account opening and funding forms in real-time
- Offer clients a fully digital investor experience with 24 / 7 access to investments and account performance
- Monitor client actions in real-time to proactively prepare for and service additional requests
Increase Time With Client
Increase Time With Clients
Minimize the time, effort and resources devoted to commoditized manual processes by leveraging a digital wealth platform that integrates within your current workflow.
- Reduce your account opening times and errors with a fully digital onboarding process
- Implement automated workflows that work with your current operations
- Minimize regulatory risk with built-in compliance roles
- Gain daily actionable insights to improve operations with centralized data
Faster Revenue Growth
Faster Revenue Growth
Empower your business to grow revenue with the operational efficiencies gained from a digital wealth onboarding solution embedded directly in your existing technology. Plus, advisors will enjoy more time to take on additional business.
- Significantly reduce NIGOs & shorten the time to funding
- Streamline account opening with fully digital onboarding that integrates with your current workflows and custodian(s)
- Provide more value by identifying cross-sell and up-sell opportunities based on client activities and data
- Monitor operations with advanced reporting tools to identify areas that need improvement
- Set up triggered events that nurture your clients throughout the funding process
Elevate Client Experience. Accelerate Your Revenue
- Efficiently scale onboarding operations, decrease manual processing
- Minimize errors and cut waiting times
- Enhance prospect conversion and strengthen client relationships
- Reduce complexity and proactively manage more clients
Unleash Your Digital Potential
Ask for Demo
Client Onboarding is designed to work wherever your staff spends their time today, whether that is your own portal or your CRM.
Both options reduce manual effort and applications not-in-good-order (NIGOs) to improve the advisor and client experience, ensuring forms are completed quickly and accurately. Ultimately, Pro makes work easier by being where your advisors are in their workflow.
