Business introduction
Simplify, Accelerate, Automate: OnBord your way to growth
OnBord is a simple, secure tool with automated compliance features that will save you time and money onboarding new clients
Founded by a RIA, 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 Custom Solutions
Build your own onboarding experience Create custom templates and fields tailored to your exact specifications. Design workflows that match how your firm actually operates. Maintain the processes that make your firm unique while gaining the automation and efficiency benefits of modern technology. Flexible. Powerful. Yours Discovery We learn how your firm onboards clients today—your......
