Solution introduction
Client onboarding made simple
Transform your onboarding process into an efficient and engaging experience, while radically decreasing the time required to go from prospect to happy client
With Onboard you can turn one of the most painful parts of the advice process into a seamless, collaborative experience. It's recurring payments, fact-finding, risk tolerance, client agreements and online account opening all in a single tool.
Invite clients
Add your client's email and agreed services. Your client will get a link and now they're ready to go.
Client agreement
No more chasing clients around for wet signatures. Service agreements are accepted electronically and time-stamped.
Dynamic fact find
Our mobile-friendly Fact Find adapts to your client's personal situation, only showing the fields that are relevant. Once it's completed you can automatically export all the data to your current systems.
Risk tolerance
Apply our 10-question risk survey, developed in partnership with Oxford Risk™, or select from a number of market-leading tools.
Client billing
Easily tailor your client fees with one-time, flat or percentage charges and set up direct debits for regular payments.
