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 client profile. OnBord is a white-label platform, allowing for companies to upload their logo and personalize their branding for a better client experience.

OnBord collects client information and sends it to Redtail & DocuSign
OnBord sends clients through a simple user experience to gather the information needed to open accounts. We utilize Google integrations and easy-to-navigate form fields, which reduces missing or incorrect information while enhancing efficiency.

OnBord sends automated reminders
We’ll work to get your client information so you don’t have to. No more back and forth between you and your clients. OnBord communicates with them through scheduled SMS reminders and takes them to where they left off until all the information is completed.