For RIAs
Grow the book without growing the back office
The firms that scale cleanly are not the ones with the most operations staff. They are the ones whose paperwork does not come back.
Control tower
18 of 20
could be submitted today
2 waiting on a client
The cost
Two weeks, and a call you didn't want to make
The direct cost of a NIGO is rework. The real cost is the second call to a client who already gave you the information once, at the exact moment they are deciding whether moving to you was a good idea.
- The requirement is checked while the client is still on the call
- One record per person, so nothing is asked for twice
- Team-scoped views: an advisor's dashboard is their own book
Control tower
18 of 20
accounts could be submitted today
2 waiting on a client
The client's side
The first impression you only get once
A client's opinion of your firm is formed during onboarding, not after it. Asking a household for the same date of birth three times is the cheapest possible way to look disorganised to someone who has just handed you their money.
- One record per person, reused by role across every account they hold
- A phone link that asks only for what is genuinely missing
- The advisor sees what the client still owes without chasing it
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Reads from and writes back to
- NFS · Fidelity
- Altruist
- Envestnet
- Wealthbox
- Dynamics 365
- DocuSign
- Salesforce
- Redtail
See it against your own book
Bring a household that has given you trouble. Thirty minutes, no deck.
Request a demo