leftarrow/ DIGITAL ONBOARDING

Redefine the client experience by modernizing your account opening process with an elegant and intuitive digital workflow

AdvisorEngine Digital Onboarding Module 1

Simplify and Automate

Whether you custody with TD Ameritrade, Pershing, Fidelity or Schwab, AdvisorEngine’s account opening workflows allow a barrier free path to onboarding new accounts and funding. With options for both advisor-led and client-led onboarding, the power is in your hands to customize workflows, apply defaults, and enable only features appropriate for your business model.

AdvisorEngine Digital Onboarding Module 1
AdvisorEngine Wealth Management Technology Digital Account Opening 1

Client-Led Account Opening and Funding

Fully configurable client portal experience allowing a range of features from full self-service to read-only report and overview access. Attract the next generation of clients with fully digital onboarding and stand out by using your branded experience.

AdvisorEngine Wealth Management Technology Digital Account Opening 1
AdvisorEngine Wealth Management Technology Digital Account Opening 2

Electronic Signing and Delivery

In a single digital signature moment the client signs the custodial documents, advisor firm agreements and any customized documentation. Once signed all documents are automatically routed to the appropriate destinations.

AdvisorEngine Wealth Management Technology Digital Account Opening 2
AdvisorEngine Wealth Management Technology Digital Account Opening 3-1

Advisor-Led Account Opening and Funding

Quickly and easily onboard clients while funding accounts with cash and asset transfers based on goals and needs. This offers a streamlined process to get new accounts trading easily.

AdvisorEngine Wealth Management Technology Digital Account Opening 3-1
AdvisorEngine Wealth Management Technology Digital Account Opening 4-1

Operational Efficiency

AdvisorEngine centralizes and normalizes the account opening experience across custodians, ensuring everyone in your organization utilizes the same process. Your team will have an aggregated view of new accounts, those requiring approvals, document availability and real-time status leading to a simplified process and reduced “not in go order” (NIGO) errors.

AdvisorEngine Wealth Management Technology Digital Account Opening 4-1
AdvisorEngine Digital Onboarding Module 6

Compliance and Centralized Document Storage

Access to a central location for historically accurate, compliant view of all account opening processes and related documentation.

AdvisorEngine Digital Onboarding Module 6
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