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2024 Connected Wealth Report

92% of the advisors say they would switch firms over bad tech.

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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.
account opening screen

Save your advisors time and increase efficiency with Digital Onboarding

Advisor360°’s award-winning solution accommodates your firm’s specific requirements, reducing the amount of NIGOs and time spent processing data.

Watch this video (1:36) to discover how our Digital Onboarding solution can create more meaningful client-advisor collaboration.

The problems we solve

Have you or your advisors ever experienced any of these problems?
Too many NIGOs
Too many NIGOs

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

manual form
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.

Single Source
Multiple logins

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

list
Multiple documents to be signed

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

manual principal
Manual principal approval processing

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

regulatory
Regulatory changes

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

The benefits of a fully integrated multi-custodial experience

Advisor360°'s platform is built to support enterprise wealth firms regardless of their affiliation, fee structure, or custody and clearing arrangements. Our data integrations with all major custodians have laid the foundation for fast, straight-through processing that results in increased productivity and growth.

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  • For advisors: seamless onboarding at a new firm, improved daily workflows.

  • For clients: a fast and simple account opening process and reliable reporting.

  • For the home office: operational efficiencies in trading and reporting, data management, etc.

Award-winning Digital Onboarding solution

Learn about our complete account opening and oversight solution.

WM 2022 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.
CELENT report mockup

Experts agree on Advisor360˚’s Digital Onboarding solution

“The proposed Advisor360° Onboarding and NAO (new account opening) application will be transformative. The solution will resolve one of the most pressing industry pain points.”

In-depth analysis of Advisor360˚’s Digital Onboarding solution conducted by Celent’s Head of Wealth Management, Jean Sullivan.

Access the full Celent report
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I opened my first account yesterday—an IRA—and Digital Onboarding is a game changer!

Joan Bernardi | Crabtree Financial Services

The impact of digital onboarding

There is no debate, advisors agree that digital onboarding is a significant contributor to not just the future of wealth management but the present. See how you stack up against your peers.

Explore our findings
account opening chart

Ready to get started?

Learn more about the complete wealth management experience.

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Account opening and oversight resources

Learn more about our Digital Onboarding capability.