About OnBord

OnBord offers a SaaS platform that automates client onboarding and account opening for financial advisory firms. It streamlines data collection and compliance documentation through a mobile-first experience, integrating with CRMs and e-signature solutions to reduce errors and improve efficiency.

<problem> The manual process of onboarding new clients in wealth and financial services is time-consuming, prone to errors, and creates a poor client experience. This leads to significant administrative overhead, increased Not-In-Good-Order (NIGO) rates, and delays in account opening. </problem> <solution> OnBord provides a SaaS platform designed to automate and streamline the client onboarding and account opening process for financial advisory firms. The platform facilitates data collection and compliance documentation through a guided, mobile-first client experience. By leveraging direct integrations with CRMs and e-signature solutions, OnBord ensures data accuracy and reduces manual touchpoints. Automated reminders and a secure data transfer protocol further enhance efficiency and compliance, allowing advisors to focus on client relationships. </solution> <features> - Automated client data collection via SMS and email, with mobile-optimized workflows. - Direct API integrations with leading CRMs (e.g., Redtail, Salesforce Financial Services Cloud, Wealthbox) for seamless data synchronization. - Integrated e-signature capabilities via DocuSign for digital document completion. - Secure, direct data transmission to integration partners, bypassing OnBord's database to enhance security and reduce NIGO rates. - Automated compliance document generation and distribution, including Form ADV 2A, Form CRS, and ADV 2Bs. - Operational dashboard for advisors to manage client progress and administrative tasks. - White-labeling capabilities for personalized client branding. - Automated SMS and email reminders to ensure timely client information submission. - Direct integration with custodial platforms like Schwab for streamlined account opening paperwork. </features> <target_audience> The platform serves Registered Investment Advisors (RIAs), independent financial advisors, and advisory teams within wealth management firms seeking to optimize their client onboarding and account opening workflows. </target_audience> <revenue_model> Revenue is generated through a tiered SaaS subscription model, with pricing based on usage volume and feature sets. Specific pricing details are available upon request or through a scheduled demonstration. </revenue_model>

What does OnBord do?

Where is OnBord located?

OnBord is based in Harleysville, United States.

Location

Harleysville, United States

Employees

4 employees

Find Investable Startups and Competitors

Search thousands of startups using natural language

AI voice (2021+)underground pipe robots energy flexibility software

Start Searching

OnBord

⚠️ AI-generated overview based on web search data – may contain errors, please verify information yourself! You can claim this account with your email domain to make edits.

Executive Summary

onbord.io 700+

Harleysville, United States

Funding

No funding information available.

Team (<5)

No team information available.

Company Description

Problem

The manual process of onboarding new clients in wealth and financial services is time-consuming, prone to errors, and creates a poor client experience. This leads to significant administrative overhead, increased Not-In-Good-Order (NIGO) rates, and delays in account opening.

Solution

OnBord provides a SaaS platform designed to automate and streamline the client onboarding and account opening process for financial advisory firms. The platform facilitates data collection and compliance documentation through a guided, mobile-first client experience. By leveraging direct integrations with CRMs and e-signature solutions, OnBord ensures data accuracy and reduces manual touchpoints. Automated reminders and a secure data transfer protocol further enhance efficiency and compliance, allowing advisors to focus on client relationships.

Features

Automated client data collection via SMS and email, with mobile-optimized workflows.

Direct API integrations with leading CRMs (e.g., Redtail, Salesforce Financial Services Cloud, Wealthbox) for seamless data synchronization.

Integrated e-signature capabilities via DocuSign for digital document completion.

Secure, direct data transmission to integration partners, bypassing OnBord's database to enhance security and reduce NIGO rates.

Automated compliance document generation and distribution, including Form ADV 2A, Form CRS, and ADV 2Bs.

Operational dashboard for advisors to manage client progress and administrative tasks.

White-labeling capabilities for personalized client branding.

Automated SMS and email reminders to ensure timely client information submission.

Direct integration with custodial platforms like Schwab for streamlined account opening paperwork.

Target Audience

The platform serves Registered Investment Advisors (RIAs), independent financial advisors, and advisory teams within wealth management firms seeking to optimize their client onboarding and account opening workflows.

Revenue Model

Revenue is generated through a tiered SaaS subscription model, with pricing based on usage volume and feature sets. Specific pricing details are available upon request or through a scheduled demonstration.