Get started with Wealthbox + OnBord

OnBord’s client onboarding tool revolutionizes the client onboarding process for wealth management firms by simplifying the collection, processing, and utilization of client data. With OnBord, advisors can collect important information directly from their clients and automatically pre-fill data within their CRM, account opening documents, and internal forms. When advisors use the integration between OnBord and Wealthbox, client information is collected within the OnBord platform and automatically synced with Wealthbox contact records—eliminating manual data entry and boosting efficiency. OnBord will also generate any onboarding-related tasks within Wealthbox.

• 

  Advisors can simply click a button and their client will immediately be sent a welcome email and text message prompting them to complete the questionnaire.

• 

  All collected information from the advisor and client questionnaires will be instantly updated in Wealthbox in addition to generating related tasks for account opening needs.