Get clients set up in hours, not weeks
Fact-finding, risk tolerance, digital client agreements and recurring payments, all from a single dashboard. Onboard removes the hassle at the start of the advice journey for you and your clients, letting you get on with what you do best.
Quickly gather the information that matters
Dynamic client fact-finding
We’ve designed a dynamic fact-find that doesn’t waste your client’s time with unnecessary questions. It’s accessible from any device and only takes 15 minutes to complete. Once it’s done, you can export all the data onto your back office, cash-flow modelling tool or simply save it as a PDF.
Truly connect with your clients
Secure messaging and document sharing
Onboard is designed to make information flow seamlessly between you and your clients. This means making it as convenient as possible to generate documents, accept agreements and discuss any aspect of your advice process in a swift and secure manner.
Risk assessments done right
Simple and robust
We’ve strived to make risk assessment as painless as possible. That’s why we went to the experts at Finametrica and Oxford Risk to design an online questionnaire that’s both fast and statistically significant.See integrations
A client experience for the digital age
Each client has their own online portal
Simply send new clients an email invite, and they’ll be guided through the quick and simple process of creating their very own account with you. Once they’re onboarded, this will act as the hub from which they manage their relationship with your firm, from messaging to document sharing.
Say goodbye to wet signatures
Create and e-sign documents
Our client agreements can be generated instantly and signed digitally (we use a unique ID based on your client’s device and IP address). Just customise, click send and wait for your client to accept; it’s that simple.
Get paid faster
Simple and flexible payment integrations
Getting paid has never been easier. Tailor your fees to each client with one-time or flat charges, and set up direct debits for regular transactions. Charge upfront planning fees or subscription services? We’ve got you covered.