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.
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.
Delight new clients by turning a traditionally tedious process into your first quick win
Whether you are taking a high touch (advisor-led) or low touch (client-led) approach, your firm's client questionnaire is front and center.
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.
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.
Financial advisory firms need to embrace
technology to deliver a great client
experience. Are you ready to embrace smart automation and grow?
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