Business introduction
Streamline the New Client Experience
OnBord is a simple, secure tool with automated compliance features that will save you time and money onboarding new clients
Founded by an RIA in Harleysville, PA, we know the time, energy and hassle it takes to onboard a new client. OnBord solves for exactly that. It is a simple and seamless process, allowing you to focus on what really matters, servicing your clients and driving revenue.
OnBord uses a process that allows you to input simple information about the client, the type of account you are opening and send them a direct text message. The client clicks a simple link and in a matter of minutes all of their information is imported into your CRM. Importantly, the client's privacy is never compromised as the information flows directly from the CRM to the client and back.
OnBord Solutions
OnBord
Advisor creates client in OnBord Advisory staff inputs simple information like the client’s name, account types to open, features, etc. and OnBord takes care of the rest. OnBord sends SMS message to the client OnBord sends a text message to the client in which they access a link and begin creating their new......
