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Turn onboarding into a
From client-led workflows for smaller accounts to hands-on service for complex, high-net-worth investors, you determine which experience is the best fit for your clients.
Barrier-free account opening workflows and digital signature capabilities empower seamless onboarding and allow clients to do their part to open and fund accounts efficiently through linked bank accounts or accounts with other firms.
Robust digital connectivity with custodians can drive significant decreases in NIGOs, reducing time to get accounts opened and easing the burden on your operations team.
Turn a traditionally tedious process into a competitive advantage
by delighting new clients from day one
Custodian forms are managed within the platform from start to finish. Because of our truly deep custodian integrations, the most up-to-date forms are the only ones you will see. Once complete, the platform will review the data to ensure accuracy and completeness.
Personalized onboarding options, digital signature functionality, intuitive, elegantly designed workflows and a system built to prevent NIGO errors remove the friction from account opening and funding.
Leverage your firm’s existing client questionnaire or adapt with our flexible risk assessment system’s features, including complex logic paths and customized scoring to construct appropriate investment frameworks and recommend models.
Utilize our intuitive dashboards to track client onboarding and account opening opportunities from the proposal stage all the way through funding. Our system provides an aggregated view of all new accounts, approval status, document availability, and required action items. Stay up-to-date and compliant.
Whether you are taking a high touch (advisor-led) or low touch (client-led) approach, access a rich set of features including customizable risk assessment tools, proposal builders and goal-based financial planning, which roll right into configurable proposal and IPS document generation.
Advisors have the ability to interact with models to customize based on prospect needs and requirements to provide bespoke client portfolios with ease.
AdvisorEngine has allowed us to run our business paperless and seamlessly. Going digital has been the best decision for our company. Great customer service and the best financial digital platform around!”
Independent Financial Advisor,
AdvisorEngine helped us meet a need where we wanted to have a technology tool that would facilitate onboarding clients right from our website or a mobile device.”
President and Managing Executive,
MJP Wealth Advisors
See how you can get clients up and running in minutes