From prospect to
client in minutes

Turn onboarding into a
competitive advantage

AdvisorEngine Digital Onboarding Module
AdvisorEngine Digital Onboarding Module
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BENEFITS

Expedite the onboarding
and account opening experience

Make it effortless for new clients to begin working with you using a streamlined
and personalized approach to digital onboarding
Completely customizable onboarding Icn
Truly customizable
onboarding
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.
Lightning-fast account opening Icn
Lightning-fast
account funding

Barrier-free account opening workflows and digital signature capabilities empower seamless onboarding and allow clients to do their part to open and fund accounts in minutes, not hours.

Integration with all major custodians Icn
Connectivity with
your custodian

Robust digital connectivity with your trusted custodian helps you avoid traditional paper errors. Our proprietary workflows regularly update to the latest forms and smart prompts to ensure they are completed accurately.

FEATURES

Your first impression matters

Delight new clients by turning a traditionally tedious process into your first quick win

Tailored questions

Whether you are taking a high touch (advisor-led) or low touch (client-led) approach, your firm's client questionnaire is front and center.

AdvisorEngine Digital Onboarding - Questionnaire
Streamlined account opening and funding

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.

AdvisorEngine Digital Onboarding - Onboarding Options
Full transparency into new account activity

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.

AdvisorEngine Digital Onboarding - Dashboards
Tip Sheet:

Top 5 reasons why you should digitize your financial advisory firm

Financial advisory firms need to embrace 
technology to deliver a great client
experience. Are you ready to embrace smart automation and grow?

AdvisorEngine Digital Onboarding - Downloadable Tip Sheet
WHAT ADVISORS HAVE TO SAY

Hear from advisors accelerating
the prospect-to-client journey

Fill 1

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!”

Malise Holder

Independent Financial Advisor,
Trifecta Trading

Fill 1

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.”

Brian Vendig

President and Managing Executive,
MJP Wealth Advisors

Start making a better
first impression

See how you can get clients up and running in minutes