Skip main navigation
Advisor and his client

Account opening and oversight

Account opening for efficient wealth management

Remove cumbersome processes with an efficient wealth management solution that speeds up the account opening process.

See our solutions Request a demo

The problems we solve

Do any of these issues sound familiar?

Icon
Too many NIGOs

Complicated data collection requirements result in costly NIGO (Not in Good Order) submissions, dramatically increasing processing time.

Icon
Manual form fills

Lengthy manual form fills from multiple systems slow down the onboarding process. When systems ask for irrelevant information that’s been provided elsewhere, data errors and inconsistencies start to arise.

Icon
Multiple logins

Disconnected point solutions require multiple logins in separate tools to open accounts, creating an inefficient process.

Icon
Multiple documents to be signed

Account-related forms are conveniently sent individually to clients rather than in a bundle.

Icon
Manual principal approval processing

Manual processing of suitability review requires multiple steps by the home office for account approval without a central process.

Icon
Regulatory changes

Keeping up to date with new regulations is time consuming and costly.

What is the impact of digital onboarding in the way advisors work with clients?

See how you stack up against your peers.

Read the 2022 Connected Wealth Report

 
 
 
 
 
 
 
 

Award-winning Digital Onboarding solution

Learn about our complete account opening and oversight solution.

Industry Awards Winner Trophy

Our flexible solution allows accounts and policies to be opened with straight-through processing. Our configurable interface with automatic pre-fills and forms that require just the minimal data entry dramatically reduces the time to open insurance, annuity, and investment accounts. Customizable data collection and validation enriches the experience and reduces exceptions in processing and NIGOs.

Our award-winning Digital Onboarding is surrounded by a robust data collection process and a proposals and workflow system for a complete account opening and oversight solution.

  • Data collection engine powered by our Unified Data Fabric™ (UDF)
  • Proposal tool enabling financial advisors to generate proposals based on plan recommendations
  • Flexible integrations with workflow tools, CRMs, and managed account providers

Our UDF aggregates, cleanses, reconciles, and enriches data from any source and organizes it into a unified household structure. This configurable data collection and validation enriches the client experience and reduces exceptions in processing. By using our Digital Onboarding solution, you remove the need for re-keying input and potential errors. This increases data accuracy and speeds up account completion.

I opened my first account yesterday—an IRA—and Digital Onboarding is a game changer!

Joan Bernardi | Crabtree Financial Services

See how we are using digital onboarding

With advanced, convenient features, financial advisors can open and configure:

Icon

New accounts
in just 90 seconds

Icon

370+
accounts per day

Icon

10,000+
accounts per month

The new Digital Onboarding capability is definitely a modern and efficient experience.

Sue Romaine | Blue Hills Wealth Management

Illustration of data

We have recently acquired the digital onboarding technology and related wealth management assets of Agreement Express

Once the technology is integrated, Advisor360° will be able to seamlessly support investment and insurance accounts at every major custodian and clearing firm and offer a wider range of integrations with industry-leading CRM providers.

Read press release

Ready to get in touch?

Request a demo to see how our Digital Onboarding solution helps advisors become more efficient wealth management providers and increases advisor-client collaboration.
Skip footer navigation