Solution introduction
Digital client onboarding
Designed for client meetings, this tablet app improves the experience for both advisor and client
Customisable and secure, this modern platform makes it easy to onboard clients and automate manual admin tasks.
Client Experience
Digital Handwriting for natural data capture
Digital Clipboard uses handwriting recognition to help you maintain client contact while capture the details that matter. The ease and familiarity of paper notes.. only better.
Document Management
Digitally send, sign and store every document
Digital Clipboard allows to automatically create, send, sign and store documents. Eliminate admin with auto generated Letters of Authority, Client Agreements and more.
CRM Integration
Client meetings with no admin
Digital Clipboard integrates with leading CRMs to streamline operations and reduce admin costs. Onboard new clients and update records in review meetings right from your Digital Clipboard.
