Solution introduction
Custom Solutions: Your Firm. Your Way
Build an onboarding process that works exactly how your firm works. Every RIA onboards clients differently. Now your platform can too. Custom Solutions lets you create tailored templates, fields, and workflows
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 data requirements, workflows, compliance needs, and
service model.
Design
Together, we design custom templates and fields that match your specifications. You maintain control over what information you collect and how you collect it.
Integration
We connect your custom configuration to your CRM, custodian(s), and document signing platforms. Data flows exactly where it needs to go.
Launch
Your team starts using a platform built specifically for how you work. Clients experience an onboarding process that reflects your firm's unique approach.
