Client Onboarding
Transforming the client onboarding experience, this solution streamlines wealth management operations through automated workflows. It facilitates swift book transitions, simplifies account setups with automatic compliance checks, and offers secure document storage. Enhanced by powerful reporting tools and seamless digital delivery of critical disclosures, it ensures efficiency and regulatory adherence while minimizing processing time.
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Top Client Onboarding Features
- Customizable digital workflows
- Rapid advisor book transitions
- Automated compliance checks
- Unlimited financial report hierarchies
- Secure cloud document storage
- Seamless client engagement tools
- Preloaded standard forms
- Error and inconsistency scanning
- Electronic document signing
- Real-time tracking and confirmation
- Integration with existing CRMs
- Rapid new account processing
- NIGO rate reduction features
- Comprehensive API documentation
- Live and on-demand webinars
- Cybersecurity and regulatory protection
- Success stories and impact narratives
- In-depth industry insights
- Flexible integrations for RIAs
- Automated paperwork elimination.
